Compare AU
Compare WDMF vs. FLOT
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are WDMF and FLOT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
WDMF | FLOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 5 |
Median incremental investment | $15,993.50 | $2,124.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $140,002.72 | $14,733.63 |
Average age group | > 35 | > 35 |
Key Summary
WDMF | FLOT | |
|---|---|---|
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 174.11m in AUM and 423 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. | FLOT.AX was created on 2017-07-05 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The VanEck Australian Floating Rate ETF invests in a diversified portfolio of Australian dollar denominated floating rate bonds with the aim of providing investment returns (before management costs) that closely track the returns of the Bloomberg AusBond Credit FRN 0+ Yr Index. |
Top 3 holdings | APPLE INC (5.02 %) NVIDIA CORP (4.24 %) MICROSOFT CORP (4.12 %) | VanEck Australian Floating Rate ETF (100 %) |
Top 3 industries | Information Technology (25.61 %) Financials (16.29 %) Consumer Discretionary (13.05 %) | |
Top 3 countries | United States (68.87 %) Japan (7.42 %) Canada (2.86 %) | |
Management fee | 0.35 % | 0.22 % |
Key Summary
WDMF | FLOT | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | MSCI World Diversified Multiple-Factor (AUD) Index - AUD | Bloomberg AusBond Credit FRN 0+ Yr Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.22 % |
Price | $46.28 | $24.92 |
Size | $171.052 million | $762.823 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 4.98 % | 2.79 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 07/07/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WDMF | FLOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 5 |
Median incremental investment | $15,993.50 | $2,124.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $140,002.72 | $14,733.63 |
Average age group | > 35 | > 35 |
Pros and Cons
WDMF | FLOT | |
|---|---|---|
Pros |
|
|
Cons |
|
|
WDMF | FLOT |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |