Compare AU
Compare WDIV vs. ISLM
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 Hejaz Equities Fund (Managed Fund) (ISLM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WDIV | ISLM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 5 |
Median incremental investment | $654.39 | $503.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,470.50 | $1,135.13 |
Average age group | > 35 | 26 - 35 |
Key Summary
WDIV | ISLM | |
|---|---|---|
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. | ISLM.AX was created on 2020-10-17 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements- in the Benchmark over rolling 5 to 7 year timeframe through exposure to a diversified equities portfolio of shariah Compliant investments. |
Top 3 holdings | Altria Group Inc (2.66 %) Highwoods Properties Inc (2.39 %) Solvay SA (2.27 %) | Taiwan Semiconductor Manufacturing Co Ltd ADR (8.38 %) Pop Mart International Group Ltd Ordinary Shares (7.58 %) Air Products & Chemicals Inc (5.53 %) |
Top 3 industries | Industrials (30.46 %) Real Estate (29.84 %) Consumer Staples (23.52 %) | Consumer Discretionary (21.57 %) Materials (19.16 %) Information Technology (19.15 %) |
Top 3 countries | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) | United States (39.31 %) Australia (26.55 %) China (10.94 %) |
Management fee | 0.35 % | 1.89 % |
Key Summary
WDIV | ISLM | |
|---|---|---|
Issuer | SPDR | Hejaz |
Tracking index | S&P Global Dividend Aristocrats Index sp_43 | MSCI World Islamic |
Asset class | ETF | ETF |
Management fee | 0.35 % | 1.89 % |
Price | $20.25 | $1.125 |
Size | $278.795 million | N/A |
10Y return | 18.08 % | N/A |
Annual distribution yield (5Y) | 4.85 % | - % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 16/10/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WDIV | ISLM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 5 |
Median incremental investment | $654.39 | $503.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,470.50 | $1,135.13 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WDIV | ISLM | |
|---|---|---|
Pros |
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Cons |
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WDIV | ISLM |
|---|---|
Lower exposure to AU market | Higher 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 |