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Compare VTS vs. WXOZ
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 Vanguard Morningstar Us Total Mkt Shares Index ETF (VTS) and the State Street SPDR S&P World Ex Australia Carbon Aware ETF (WXOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VTS | WXOZ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,432 | 27 |
Median incremental investment | $1,295.50 | $1,003.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,444.00 | $3,948.96 |
Average age group | > 35 | > 35 |
Key Summary
VTS | WXOZ | |
|---|---|---|
Strategy | Vanguard U.S. Total Market Shares Index ETF (ASX: VTS) seeks to track the performance of the CRSP US Total Market Index before account fees, expenses and taxes. The index tracks the large, mid, small and micro-cap stocks on the US stock market, thus representing nearly 100% of the investable US stock market. | WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 811.28m in AUM and 707 holdings. The State Street SPDR S&P World ex Australia Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware Index. |
Top 3 holdings | Apple Inc. (5.56 %) Microsoft Corp. (4.68 %) Amazon.com Inc. (2.06 %) | NVIDIA Corp (7.39 %) Microsoft Corp (3.66 %) Broadcom Inc (2.23 %) |
Top 3 industries | Information Technology (25.02 %) Health Care (15.04 %) Financials (10.84 %) | Information Technology (64.85 %) Communication Services (18.83 %) Financials (7.62 %) |
Top 3 countries | United States (99.42 %) Switzerland (0.22 %) Canada (0.10 %) | United States (65.48 %) Japan (8.56 %) United Kingdom of Great Britain and Northern Ireland (4.61 %) |
Management fee | 0.03 % | 0.04 % |
Key Summary
VTS | WXOZ | |
|---|---|---|
Issuer | Vanguard | SPDR |
Tracking index | Morningstar US Total Market TR USD | S&P Developed Ex-Australia LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.03 % | 0.04 % |
Price | $541.06 | $51.96 |
Size | $692.294 billion | $808.789 million |
10Y return | 270.41 % | 120.82 % |
Annual distribution yield (5Y) | 1.15 % | 7.64 % |
Market | ASX | ASX |
First listed date | 08/05/2009 | 19/03/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VTS | WXOZ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,432 | 27 |
Median incremental investment | $1,295.50 | $1,003.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,444.00 | $3,948.96 |
Average age group | > 35 | > 35 |
Pros and Cons
VTS | WXOZ | |
|---|---|---|
Pros |
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Cons |
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VTS | WXOZ |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |