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Compare WDMF vs. MFOA
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 Milford Australian Absolute Growth Complex ETF (MFOA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WDMF | MFOA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $5,000.00 | $693.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $13,223.36 | $1,374.66 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
WDMF | MFOA | |
|---|---|---|
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. | MFOA.AX was created on 2023-01-16 by Milford. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. The Fund targets absolute returns with an annualised return objective of 5% above the RBA cash rate while seeking to preserve investor capital over rolling three year periods (net of fees). |
Top 3 holdings | NVIDIA CORP (5.36 %) MICROSOFT CORP (4.71 %) APPLE INC (4.17 %) | CSL Ltd (5.75 %) Santos Ltd (3.07 %) ResMed Inc CHESS Depositary Interests on a ratio of 10 CDIs per ord.sh (2.42 %) |
Top 3 industries | Information Technology (27.38 %) Financials (17.73 %) Consumer Discretionary (11.84 %) | Other (70.40 %) Materials (13.15 %) Health Care (11.52 %) |
Top 3 countries | United States (68.87 %) Japan (7.42 %) Canada (2.86 %) | |
Management fee | 0.35 % | 0 % |
Key Summary
WDMF | MFOA | |
|---|---|---|
Issuer | iShares | Milford |
Tracking index | MSCI World Diversified Multiple-Factor (AUD) Index - AUD | RBA Cash Rate - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0 % |
Price | $53.32 | $11.40 |
Size | $168.593 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.98 % | 2.28 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 15/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WDMF | MFOA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $5,000.00 | $693.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $13,223.36 | $1,374.66 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
WDMF | MFOA | |
|---|---|---|
Pros |
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Cons |
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WDMF | MFOA |
|---|---|
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 |