Compare AU
Compare WDMF vs. AESG
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 iShares World Equity Factor ETF (WDMF) and the iShares Global Aggregate Bond Esg (Aud Hedged) ETF (AESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WDMF | AESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $15,993.50 | $1,993.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $147,753.84 | $14,627.10 |
Average age group | > 35 | > 35 |
Key Summary
WDMF | AESG | |
|---|---|---|
Strategy | WDMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. | AESG.AX was created on 2022-08-09 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging). |
Top 3 holdings | APPLE INC (4.74 %) NVIDIA CORP (4.69 %) MICROSOFT CORP (4.53 %) | iShares Global Aggt Bd ESG ETF AUD H Dis (98.21 %) |
Top 3 industries | Information Technology (27.00 %) Financials (15.94 %) Consumer Discretionary (13.38 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | United States (68.87 %) Japan (7.42 %) Canada (2.86 %) | |
Management fee | 0.35 % | 0.19 % |
Key Summary
WDMF | AESG | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | MSCI World Diversified Multiple-Factor (AUD) Index - AUD | Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI Index - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.19 % |
Price | $48.78 | $97.19 |
Size | $174.699 million | $78.667 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.98 % | 0.84 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 10/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WDMF | AESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $15,993.50 | $1,993.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $147,753.84 | $14,627.10 |
Average age group | > 35 | > 35 |
Pros and Cons
WDMF | AESG | |
|---|---|---|
Pros |
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Cons |
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WDMF | AESG |
|---|---|
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 |