Compare AU
Compare WDMF vs. BBOZ
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 BetaShares Australian Strong Bear (Hedge Fund) (BBOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WDMF | BBOZ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 14 |
Median incremental investment | $15,993.50 | $3,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $148,055.44 | $3,034.07 |
Average age group | > 35 | > 35 |
Key Summary
WDMF | BBOZ | |
---|---|---|
Strategy | WDMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 177.93m in AUM and 423 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. | BBOZ.AX was created on 2015-04-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining Australian share market. It seeks to generate magnified returns that are negatively correlated to the returns of the Australian share market (as measured by the S&P/ASX 200 Index) |
Top 3 holdings | APPLE INC (4.74 %) NVIDIA CORP (4.69 %) MICROSOFT CORP (4.53 %) | SPI 200 FUTURES MAR25 (0 %) AUD - AUSTRALIA DOLLAR (87.19 %) BETASHARES AUSTRALIAN CASH PLUS FUND (12.81 %) |
Top 3 industries | Information Technology (27.00 %) Financials (15.94 %) Consumer Discretionary (13.38 %) | Other (68.91 %) Communication Services (31.09 %) |
Top 3 countries | United States (68.87 %) Japan (7.42 %) Canada (2.86 %) | |
Management fee | 0.35 % | 1.38 % |
Key Summary
WDMF | BBOZ | |
---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI World Diversified Multiple-Factor (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 1.38 % |
Price | $49.28 | $24.26 |
Size | $177.565 million | $219.206 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.98 % | 0.53 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 20/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WDMF | BBOZ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 14 |
Median incremental investment | $15,993.50 | $3,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $148,055.44 | $3,034.07 |
Average age group | > 35 | > 35 |
Pros and Cons
WDMF | BBOZ | |
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Pros |
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Cons |
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WDMF | BBOZ |
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Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |