Compare AU
Compare WDIV vs. ESGI
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 MSCI Global Sustainable (ESGI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WDIV | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 37 | 1,227 |
Median incremental investment | $654.39 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,470.50 | $1,895.16 |
Average age group | > 35 | 26 - 35 |
Key Summary
WDIV | ESGI | |
|---|---|---|
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. | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. |
Top 3 holdings | Altria Group Inc (2.66 %) Highwoods Properties Inc (2.39 %) Solvay SA (2.27 %) | ASML Holding NV (5.16 %) Novo Nordisk AS Class B (5.00 %) Adobe Inc (4.71 %) |
Top 3 industries | Industrials (30.46 %) Real Estate (29.84 %) Consumer Staples (23.52 %) | Information Technology (54.21 %) Health Care (20.75 %) Other (15.14 %) |
Top 3 countries | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) |
Management fee | 0.35 % | 0.55 % |
Key Summary
WDIV | ESGI | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | S&P Global Dividend Aristocrats Index sp_43 | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.55 % |
Price | $20.25 | $37.16 |
Size | $278.795 million | $202.822 million |
10Y return | 18.08 % | N/A |
Annual distribution yield (5Y) | 4.85 % | 3.26 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WDIV | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 37 | 1,227 |
Median incremental investment | $654.39 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,470.50 | $1,895.16 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WDIV | ESGI | |
|---|---|---|
Pros |
|
|
Cons |
|
|
WDIV | ESGI |
|---|---|
Higher exposure to AU market | Lower 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 |
Higher distribution yield | Lower distribution yield |