Compare AU
Compare WDIV vs. IYLD
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 ETF (WDIV) and the iShares Yield Plus ETF (IYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WDIV | IYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 40 | 2 |
Median incremental investment | $675.00 | $199.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,455.82 | $1,653.30 |
Average age group | > 35 | 26 - 35 |
Key Summary
WDIV | IYLD | |
|---|---|---|
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 294.39m in AUM and 101 holdings. The 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). | IYLD.AX was created on 2020-05-27 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 60.37m in AUM and 132 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 Australian corporate bond market (excluding issuers ANZ, CBA, NAB and WBC). |
Top 3 holdings | APA Group (1.77 %) Altria Group Inc (1.64 %) Bouygues (1.59 %) | AUD CASH (2.49 %) LIBERTY FINANCIAL PTY LTD MTN RegS (1.46 %) NEWCASTLE GREATER MUTUAL GROUP LTD MTN RegS (1.44 %) |
Top 3 industries | Utilities (21.49 %) Consumer Discretionary (20.28 %) Real Estate (18.94 %) | Other (98.80 %) Financials (1.15 %) Consumer Discretionary (1.10 %) |
Top 3 countries | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) | |
Management fee | 0.35 % | 0.12 % |
Key Summary
WDIV | IYLD | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P Global Dividend Aristocrats Index - AUD | Bloomberg AusBond Credit and FRN Ex Big 4 Banks Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.12 % |
Price | $21.08 | $100.20 |
Size | $293.624 million | $60.082 million |
10Y return | 12.73 % | N/A |
Annual distribution yield (5Y) | 4.86 % | 2.82 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 28/05/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WDIV | IYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 40 | 2 |
Median incremental investment | $675.00 | $199.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,455.82 | $1,653.30 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WDIV | IYLD | |
|---|---|---|
Pros |
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Cons |
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WDIV | IYLD |
|---|---|
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 |