Compare AU

Compare WDMF vs. AESG

Compare shares and ETFs on the ASX that you can trade on Pearler.

iShares World Equity Factor ETF

ASX

Buy

Buy

Overview
Performance

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

$143,652.08

$14,435.96

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 (5.13 %)

NVIDIA CORP (4.79 %)

MICROSOFT CORP (4.48 %)

iShares Global Aggt Bd ESG ETF AUD H Dis (99.95 %)

Top 3 industries

Information Technology (27.78 %)

Financials (15.27 %)

Consumer Discretionary (13.59 %)

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

$47.63

$95.92

Size

$175.502 million

$79.065 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

5.14 %

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

$143,652.08

$14,435.96

Average age group

> 35

> 35


Pros and Cons

WDMF

AESG

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

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

Home