Compare AU

Compare WDMF vs. BGBL

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 Global Shares ETF (BGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

WDMF

BGBL

Popularity

Low

Low

Pearlers invested

1

425

Median incremental investment

$15,993.50

$2,050.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$148,236.40

$9,668.55

Average age group

> 35

26 - 35


Key Summary

WDMF

BGBL

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.

BGBL.AX was created on 2023-05-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Betashares Global Shares ETF is to provide an investment return that aims to track the performance of the Solactive GBS Developed Markets ex Australia Large & Mid Cap Index (the Index), before taking into account fees and expenses.

Top 3 holdings

APPLE INC (4.74 %)

NVIDIA CORP (4.69 %)

MICROSOFT CORP (4.53 %)

NVIDIA CORP (4.98 %)

APPLE INC (4.76 %)

MICROSOFT CORP (4.72 %)

Top 3 industries

Information Technology (27.00 %)

Financials (15.94 %)

Consumer Discretionary (13.38 %)

Other (28.60 %)

Information Technology (23.21 %)

Financials (9.21 %)

Top 3 countries

United States (68.87 %)

Japan (7.42 %)

Canada (2.86 %)

United States (71.89 %)

Japan (6.55 %)

United Kingdom of Great Britain and Northern Ireland (3.85 %)

Management fee

0.35 %

0.08 %


Key Summary

WDMF

BGBL

Issuer

iShares

BetaShares

Tracking index

MSCI World Diversified Multiple-Factor (AUD) Index - AUD

Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.35 %

0.08 %

Price

$49.15

$74.95

Size

$174.699 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.98 %

0.35 %

Market

ASX

ASX

First listed date

14/10/2016

10/05/2023

Purchase fee

$6.50

$6.50


Community Stats

WDMF

BGBL

Popularity

Low

Low

Pearlers invested

1

425

Median incremental investment

$15,993.50

$2,050.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$148,236.40

$9,668.55

Average age group

> 35

26 - 35


Pros and Cons

WDMF

BGBL

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

WDMF

BGBL

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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