Compare AU

Compare WDMF vs. IVE

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 MSCI EAFE ETF (IVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

WDMF

IVE

Popularity

Low

Low

Pearlers invested

1

36

Median incremental investment

$15,993.50

$1,688.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$147,753.84

$6,176.45

Average age group

> 35

> 35


Key Summary

WDMF

IVE

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.

IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies.

Top 3 holdings

APPLE INC (4.74 %)

NVIDIA CORP (4.69 %)

MICROSOFT CORP (4.53 %)

ASML Holding NV (2.39 %)

Moelis & Company (1.49 %)

SHELL PLC - ADS (1.23 %)

Top 3 industries

Information Technology (27.00 %)

Financials (15.94 %)

Consumer Discretionary (13.38 %)

Other (99.86 %)

Communication Services (0.14 %)

Top 3 countries

United States (68.87 %)

Japan (7.42 %)

Canada (2.86 %)

United States (99.97 %)

Management fee

0.35 %

0.32 %


Key Summary

WDMF

IVE

Issuer

iShares

iShares

Tracking index

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

MSCI EAFE

Asset class

ETF

ETF

Management fee

0.35 %

0.32 %

Price

$48.78

$126.05

Size

$174.699 million

$509.809 million

10Y return

N/A

57.39 %

Annual distribution yield (5Y)

4.98 %

2.60 %

Market

ASX

ASX

First listed date

14/10/2016

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

WDMF

IVE

Popularity

Low

Low

Pearlers invested

1

36

Median incremental investment

$15,993.50

$1,688.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$147,753.84

$6,176.45

Average age group

> 35

> 35


Pros and Cons

WDMF

IVE

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

WDMF

IVE

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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