Compare AU
Compare USIG vs. WRLD
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are USIG and WRLD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
USIG | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 4 |
Median incremental investment | $663.53 | $1,495.25 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $5,132.40 | $2,347.02 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
USIG | WRLD | |
|---|---|---|
Strategy | N/A | WRLD.AX was created on 2015-12-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide exposure to a broadly diversified portfolio of global shares, whilereducing the volatility of the equity investment returns and defending against losses in decliningmarkets. |
Top 3 holdings | Global X Usd Corporate Bond (Currency Hedged) ETF (100 %) | MSCI WORLD INDEX JUN25 (0 %) MICROSOFT CORP (4.83 %) APPLE INC (4.34 %) |
Top 3 industries | Other (30.81 %) Information Technology (22.26 %) Financials (8.90 %) | |
Top 3 countries | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) | |
Management fee | 0 % | 0.54 % |
Key Summary
USIG | WRLD | |
|---|---|---|
Issuer | BetaShares | |
Tracking index | ||
Asset class | Stock | ETF |
Management fee | 0 % | 0.54 % |
Price | $9.40 | $19.89 |
Size | N/A | $44.202 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 1.79 % | 1.57 % |
Market | ASX | ASX |
First listed date | 04/04/2023 | 21/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USIG | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 4 |
Median incremental investment | $663.53 | $1,495.25 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $5,132.40 | $2,347.02 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
USIG | WRLD | |
|---|---|---|
Pros |
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Cons |
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USIG | WRLD |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |