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Compare WDIV vs. ISO
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 S&P/ASX Small Ordinaries ETF (ISO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WDIV | ISO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 61 | 11 |
Median incremental investment | $1,025.42 | $893.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,696.03 | $2,610.40 |
Average age group | > 35 | > 35 |
Key Summary
WDIV | ISO | |
|---|---|---|
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 400.14m in AUM and 95 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). | ISO.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 132.86m in AUM and 196 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 the 200 largest Australian securities listed on the ASX. |
Top 3 holdings | Lenovo Group Ltd (3.23 %) Legal & General Group PLC (1.81 %) GS Holdings Corp (1.68 %) | LIONTOWN LTD (1.83 %) PALADIN ENERGY LTD (1.76 %) CODAN LTD (1.67 %) |
Top 3 industries | Other (28.12 %) Utilities (27.48 %) Consumer Discretionary (20.28 %) | Materials (22.03 %) Consumer Discretionary (14.34 %) Financials (13.22 %) |
Top 3 countries | Canada (20.35 %) United States (18.37 %) Japan (10.66 %) | Australia (88.79 %) United States (3.56 %) New Zealand (3.50 %) |
Management fee | 0.35 % | 0.55 % |
Key Summary
WDIV | ISO | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P Global Dividend Aristocrats Index - AUD | S&P/ASX Small Ordinaries index |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.55 % |
Price | $21.87 | $5.20 |
Size | $399.577 million | $132.779 million |
10Y return | 22.04 % | 15.56 % |
Annual distribution yield (5Y) | 5.74 % | 4.15 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WDIV | ISO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 61 | 11 |
Median incremental investment | $1,025.42 | $893.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,696.03 | $2,610.40 |
Average age group | > 35 | > 35 |
Pros and Cons
WDIV | ISO | |
|---|---|---|
Pros |
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Cons |
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WDIV | ISO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |