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Compare WDIV vs. IAF
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 State Street SPDR S&P Global Dividend ETF (WDIV) and the iShares Core Composite Bond ETF (IAF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WDIV | IAF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 54 | 549 |
Median incremental investment | $1,008.74 | $1,061.70 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,101.41 | $2,933.93 |
Average age group | > 35 | > 35 |
Key Summary
WDIV | IAF | |
|---|---|---|
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 361.99m in AUM and 102 holdings. The State Street SPDR S&P Global Dividend ETF seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats Index (AUD). | IAF.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 3247.06m in AUM and 594 holdings. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury. |
Top 3 holdings | Verizon Communications Inc (1.68 %) TELUS Corp (1.66 %) Altria Group Inc (1.52 %) | AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.42 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.40 %) |
Top 3 industries | Other (28.12 %) Utilities (27.48 %) Consumer Discretionary (20.28 %) | Other (99.31 %) Financials (0.25 %) Communication Services (0.19 %) |
Top 3 countries | Canada (20.35 %) United States (18.37 %) Japan (10.66 %) | |
Management fee | 0.4 % | 0.15 % |
Key Summary
WDIV | IAF | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P Global Dividend Aristocrats Index - AUD | Bloomberg AusBond Composite 0+ Yr Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.15 % |
Price | $21.17 | $100.61 |
Size | $351.927 million | $3.684 billion |
10Y return | 27.30 % | -5.30 % |
Annual distribution yield (5Y) | 5.07 % | 2.07 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WDIV | IAF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 54 | 549 |
Median incremental investment | $1,008.74 | $1,061.70 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,101.41 | $2,933.93 |
Average age group | > 35 | > 35 |
Pros and Cons
WDIV | IAF | |
|---|---|---|
Pros |
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Cons |
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WDIV | IAF |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |