Compare AU

Compare WDMF vs. DVDY

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 VanEck Morningstar Australian Moat Income ETF (DVDY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

WDMF

DVDY

Popularity

Low

Low

Pearlers invested

1

51

Median incremental investment

$15,993.50

$645.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$147,753.84

$1,521.57

Average age group

> 35

> 35


Key Summary

WDMF

DVDY

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.

DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars.

Top 3 holdings

APPLE INC (4.74 %)

NVIDIA CORP (4.69 %)

MICROSOFT CORP (4.53 %)

Pinnacle Investment Management Group Ltd (4.36 %)

Computershare Ltd (4.22 %)

Perpetual Ltd (4.18 %)

Top 3 industries

Information Technology (27.00 %)

Financials (15.94 %)

Consumer Discretionary (13.38 %)

Financials (30.64 %)

Industrials (30.08 %)

Consumer Discretionary (20.05 %)

Top 3 countries

United States (68.87 %)

Japan (7.42 %)

Canada (2.86 %)

Australia (100.00 %)

Management fee

0.35 %

0.35 %


Key Summary

WDMF

DVDY

Issuer

iShares

VanEck

Tracking index

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

Morningstar Australia Dividend Yield Focus Index - AUD

Asset class

ETF

ETF

Management fee

0.35 %

0.35 %

Price

$48.99

$22.71

Size

$177.565 million

$66.679 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.98 %

4.64 %

Market

ASX

ASX

First listed date

14/10/2016

09/09/2020

Purchase fee

$6.50

$6.50


Community Stats

WDMF

DVDY

Popularity

Low

Low

Pearlers invested

1

51

Median incremental investment

$15,993.50

$645.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$147,753.84

$1,521.57

Average age group

> 35

> 35


Pros and Cons

WDMF

DVDY

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

WDMF

DVDY

Lower exposure to AU market

Higher 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

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