Compare AU

Compare SUBD vs. WDMF

Compare shares and ETFs on the ASX that you can trade on Pearler.

Aussie Subordinated Bonds

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Aussie Subordinated Bonds (SUBD) and the Edge MSCI World Multifactor (WDMF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

SUBD

WDMF

Popularity

Low

Low

Pearlers invested

18

1

Median incremental investment

$4,011.00

$15,993.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$10,878.12

$144,948.96

Average age group

> 35

> 35


Key Summary

SUBD

WDMF

Strategy

SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of the Index.

WDMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 165.37m in AUM and 437 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses.

Top 3 holdings

Commonwealth Bank of Australia (8.90 %)

National Australia Bank Ltd. (7.15 %)

ANZ Group Holdings Ltd. (6.31 %)

MICROSOFT CORP (4.67 %)

APPLE INC (4.18 %)

NVIDIA CORP (4.14 %)

Top 3 industries

Information Technology (26.81 %)

Financials (15.04 %)

Consumer Discretionary (12.37 %)

Top 3 countries

United States (68.87 %)

Japan (7.42 %)

Canada (2.86 %)

Management fee

0.29 %

0.35 %


Key Summary

SUBD

WDMF

Issuer

VanEck

iShares

Tracking index

iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD

MSCI World Diversified Multiple-Factor (AUD) Index - AUD

Asset class

ETF

ETF

Management fee

0.29 %

0.35 %

Price

$25.21

$48.07

Size

$2.029 billion

$170.805 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.58 %

5.03 %

Market

ASX

ASX

First listed date

30/10/2019

14/10/2016

Purchase fee

$6.50

$6.50


Community Stats

SUBD

WDMF

Popularity

Low

Low

Pearlers invested

18

1

Median incremental investment

$4,011.00

$15,993.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$10,878.12

$144,948.96

Average age group

> 35

> 35


Pros and Cons

SUBD

WDMF

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

SUBD

WDMF

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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