Compare AU
Compare WDIV vs. MOGL
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 Montgomery Global Investment Portfolio (MOGL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WDIV | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 4 |
Median incremental investment | $654.39 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,470.50 | $13,318.62 |
Average age group | > 35 | > 35 |
Key Summary
WDIV | MOGL | |
|---|---|---|
Strategy | WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. 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. | N/A |
Top 3 holdings | Altria Group Inc (2.66 %) Highwoods Properties Inc (2.39 %) Solvay SA (2.27 %) | KKR & Co Inc Ordinary Shares (10.52 %) Amazon.com Inc (10.23 %) Blackstone Inc (9.48 %) |
Top 3 industries | Industrials (30.46 %) Real Estate (29.95 %) Consumer Staples (23.10 %) | Financials (29.48 %) Information Technology (27.35 %) Communication Services (22.15 %) |
Top 3 countries | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) | United States (81.43 %) China (8.13 %) France (2.82 %) |
Management fee | 0.35 % | N/A |
Key Summary
WDIV | MOGL | |
|---|---|---|
Issuer | SPDR | N/A |
Tracking index | S&P Global Dividend Aristocrats Index sp_43 | N/A |
Asset class | ETF | Stock |
Management fee | 0.35 % | N/A |
Price | $20.25 | $5.32 |
Size | $285.997 million | N/A |
10Y return | 18.08 % | N/A |
Annual distribution yield (5Y) | 4.85 % | 4.59 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WDIV | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 4 |
Median incremental investment | $654.39 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,470.50 | $13,318.62 |
Average age group | > 35 | > 35 |
Pros and Cons
WDIV | MOGL | |
|---|---|---|
Pros |
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Cons |
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WDIV | MOGL |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower price growth | Higher price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |