Compare AU
Compare WDMF vs. ISO
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 iShares S&P/ASX Small Ordinaries ETF (ISO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WDMF | ISO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 9 |
Median incremental investment | $15,993.50 | $471.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $145,431.52 | $1,513.68 |
Average age group | > 35 | > 35 |
Key Summary
WDMF | ISO | |
|---|---|---|
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. | ISO.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the 200 largest Australian securities listed on the ASX. |
Top 3 holdings | APPLE INC (5.13 %) NVIDIA CORP (4.79 %) MICROSOFT CORP (4.48 %) | LIFE360 INC. CDI INC (1.75 %) ALCOA CORPORATION CDI CORP (1.50 %) VENTIA SERVICES GROUP LTD (1.45 %) |
Top 3 industries | Information Technology (27.78 %) Financials (15.27 %) Consumer Discretionary (13.59 %) | Materials (20.52 %) Consumer Discretionary (15.48 %) Financials (13.00 %) |
Top 3 countries | United States (68.87 %) Japan (7.42 %) Canada (2.86 %) | Australia (88.21 %) United States (5.79 %) New Zealand (3.68 %) |
Management fee | 0.35 % | 0.55 % |
Key Summary
WDMF | ISO | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | MSCI World Diversified Multiple-Factor (AUD) Index - AUD | S&P/ASX Small Ordinaries index |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.55 % |
Price | $48.22 | $4.76 |
Size | $175.502 million | $143.606 million |
10Y return | N/A | 32.22 % |
Annual distribution yield (5Y) | 5.14 % | 5.44 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WDMF | ISO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 9 |
Median incremental investment | $15,993.50 | $471.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $145,431.52 | $1,513.68 |
Average age group | > 35 | > 35 |
Pros and Cons
WDMF | ISO | |
|---|---|---|
Pros |
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Cons |
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WDMF | ISO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |