Compare AU
Compare WDIV vs. DVDY
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 SPDR S&P Global Dividend Fund (WDIV) and the Morningstar AUS Dividend Yield Focus ETF (DVDY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WDIV | DVDY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 54 |
Median incremental investment | $654.39 | $637.03 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,470.50 | $1,635.20 |
Average age group | > 35 | > 35 |
Key Summary
WDIV | DVDY | |
|---|---|---|
Strategy | WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The SPDR S&P Global Dividend Fund seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats AUD Index. | DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. |
Top 3 holdings | Altria Group Inc (2.66 %) Highwoods Properties Inc (2.39 %) Solvay SA (2.27 %) | Pinnacle Investment Management Group Ltd (6.79 %) Brambles Ltd (4.93 %) Ansell Ltd (4.90 %) |
Top 3 industries | Industrials (30.46 %) Real Estate (29.95 %) Consumer Staples (23.10 %) | Financials (32.48 %) Industrials (29.40 %) Health Care (10.40 %) |
Top 3 countries | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) | Australia (100.00 %) |
Management fee | 0.35 % | 0.35 % |
Key Summary
WDIV | DVDY | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | S&P Global Dividend Aristocrats Index sp_43 | Morningstar Australia Dividend Yield Focus Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.35 % |
Price | $20.25 | $22.40 |
Size | $285.997 million | $67.968 million |
10Y return | 18.08 % | N/A |
Annual distribution yield (5Y) | 4.85 % | 4.42 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WDIV | DVDY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 54 |
Median incremental investment | $654.39 | $637.03 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,470.50 | $1,635.20 |
Average age group | > 35 | > 35 |
Pros and Cons
WDIV | DVDY | |
|---|---|---|
Pros |
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Cons |
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WDIV | DVDY |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |