Compare AU
Compare WDMF vs. BHYB
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 Major Bank Hybrids Index ETF (BHYB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WDMF | BHYB | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 12 |
Median incremental investment | $15,993.50 | $1,044.18 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $148,055.44 | $3,774.56 |
Average age group | > 35 | > 35 |
Key Summary
WDMF | BHYB | |
---|---|---|
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. | BHYB.AX was created on 2021-04-21 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Banking Preferred Shares 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 %) | NABPH (8.20 %) NABPI (6.89 %) NABPF (6.39 %) |
Top 3 industries | Information Technology (27.00 %) Financials (15.94 %) Consumer Discretionary (13.38 %) | Other (99.51 %) Communication Services (0.49 %) |
Top 3 countries | United States (68.87 %) Japan (7.42 %) Canada (2.86 %) | |
Management fee | 0.35 % | 0.35 % |
Key Summary
WDMF | BHYB | |
---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI World Diversified Multiple-Factor (AUD) Index - AUD | Solactive Australian Banking Preferred Shares Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.35 % |
Price | $49.09 | $9.92 |
Size | $177.565 million | $538.129 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.98 % | 3.82 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 22/04/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WDMF | BHYB | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 12 |
Median incremental investment | $15,993.50 | $1,044.18 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $148,055.44 | $3,774.56 |
Average age group | > 35 | > 35 |
Pros and Cons
WDMF | BHYB | |
---|---|---|
Pros |
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Cons |
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WDMF | BHYB |
---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |