Compare AU
Compare WDIV vs. HGBL
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 BetaShares Global Shares ETF - Currency Hedged (HGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WDIV | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 59 |
Median incremental investment | $658.36 | $3,998.73 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,503.44 | $15,561.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
WDIV | HGBL | |
|---|---|---|
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. | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. |
Top 3 holdings | Altria Group Inc (2.72 %) Highwoods Properties Inc (2.39 %) Solvay SA (2.21 %) | Betashares Global Shares ETF (100.00 %) |
Top 3 industries | Industrials (30.46 %) Real Estate (29.84 %) Consumer Staples (23.52 %) | Other (29.91 %) Information Technology (23.98 %) Health Care (8.49 %) |
Top 3 countries | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) |
Management fee | 0.35 % | 0.11 % |
Key Summary
WDIV | HGBL | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P Global Dividend Aristocrats Index sp_43 | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.11 % |
Price | $20.46 | $68.08 |
Size | $278.795 million | $1.064 billion |
10Y return | 18.95 % | N/A |
Annual distribution yield (5Y) | 4.85 % | 0.43 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WDIV | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 59 |
Median incremental investment | $658.36 | $3,998.73 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,503.44 | $15,561.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WDIV | HGBL | |
|---|---|---|
Pros |
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Cons |
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WDIV | HGBL |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |