Compare AU

Compare WDMF vs. ISO

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 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

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

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

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