Compare AU
Compare WDMF vs. IVE
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 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 |
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Cons |
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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 |