Compare AU

Compare WDMF vs. BBOZ

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 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

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

WDMF

BBOZ

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

Home