Compare AU
Compare WDIV vs. IHD
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 S&P/ASX Aussie Dividend Opportunities (IHD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WDIV | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 27 |
Median incremental investment | $658.36 | $644.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,496.12 | $1,350.56 |
Average age group | > 35 | > 35 |
Key Summary
WDIV | IHD | |
|---|---|---|
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. | IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 305.98m in AUM and 51 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations |
Top 3 holdings | Altria Group Inc (2.72 %) Highwoods Properties Inc (2.39 %) Solvay SA (2.21 %) | RIO TINTO LTD (9.87 %) FORTESCUE LTD (8.72 %) WESTPAC BANKING CORPORATION CORP (8.18 %) |
Top 3 industries | Industrials (30.46 %) Real Estate (29.84 %) Consumer Staples (23.52 %) | Financials (42.51 %) Materials (22.84 %) Industrials (13.44 %) |
Top 3 countries | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) | Australia (99.25 %) New Zealand (0.75 %) |
Management fee | 0.35 % | 0.23 % |
Key Summary
WDIV | IHD | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P Global Dividend Aristocrats Index sp_43 | S&P/ASX Dividend Opportunities Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.23 % |
Price | $20.30 | $14.60 |
Size | $278.795 million | $313.421 million |
10Y return | 17.75 % | 3.33 % |
Annual distribution yield (5Y) | 4.85 % | 7.42 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WDIV | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 27 |
Median incremental investment | $658.36 | $644.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,496.12 | $1,350.56 |
Average age group | > 35 | > 35 |
Pros and Cons
WDIV | IHD | |
|---|---|---|
Pros |
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Cons |
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WDIV | IHD |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |