Compare AU
Compare WDIV vs. EINC
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 WDIV and EINC. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
WDIV | EINC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 3 |
Median incremental investment | $658.36 | $765.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,496.12 | $10,354.08 |
Average age group | > 35 | > 35 |
Key Summary
WDIV | EINC | |
|---|---|---|
Strategy | WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 274.33m in AUM and 96 holdings. 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. | EINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 22.13m in AUM and 47 holdings. The Fund aims to provide an after-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation |
Top 3 holdings | Altria Group Inc (2.72 %) Highwoods Properties Inc (2.39 %) Solvay SA (2.21 %) | BetaShares Mrtn Currie Eqy Inc Fund (Managed Fund) (100 %) |
Top 3 industries | Industrials (30.46 %) Real Estate (29.84 %) Consumer Staples (23.52 %) | |
Top 3 countries | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) | Australia (97.66 %) New Zealand (2.34 %) |
Management fee | 0.35 % | 0.85 % |
Key Summary
WDIV | EINC | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P Global Dividend Aristocrats Index sp_43 | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.85 % |
Price | $20.30 | $8.81 |
Size | $278.795 million | $22.700 million |
10Y return | 17.75 % | N/A |
Annual distribution/ dividend yield (5Y) | 4.85 % | 5.87 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 19/02/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WDIV | EINC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 3 |
Median incremental investment | $658.36 | $765.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,496.12 | $10,354.08 |
Average age group | > 35 | > 35 |
Pros and Cons
WDIV | EINC | |
|---|---|---|
Pros |
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Cons |
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WDIV | EINC |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |