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Compare WDMF vs. OZBD
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 Betashares Australian Composite Bond ETF (OZBD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WDMF | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 24 |
Median incremental investment | $5,000.00 | $2,180.29 |
Median investment frequency | Monthly | Monthly |
Median total investment | $16,634.58 | $8,204.46 |
Average age group | 26 - 35 | > 35 |
Key Summary
WDMF | OZBD | |
|---|---|---|
Strategy | WDMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 164.13m in AUM and 453 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. | OZBD.AX was created on 2022-02-02 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 1037.79m in AUM and 652 holdings. OZBD.AX aims to track the Bloomberg Australian Enhanced Yield Composite Bond Index, before fees and expenses. |
Top 3 holdings | NVIDIA CORP (5.36 %) MICROSOFT CORP (4.71 %) APPLE INC (4.17 %) | AUSTRALIAN GOVERNMENT 3.75% APR-37 (1.33 %) AUSTRALIAN GOVERNMENT 3.5% DEC-34 (1.15 %) BRITISH COLUMBIA PROV OF 5.2% MAY-36 (1.12 %) |
Top 3 industries | Information Technology (27.38 %) Financials (17.73 %) Consumer Discretionary (11.84 %) | Other (99.47 %) Communication Services (0.53 %) |
Top 3 countries | United States (67.70 %) Japan (7.61 %) United Kingdom of Great Britain and Northern Ireland (2.69 %) | |
Management fee | 0.35 % | 0.19 % |
Key Summary
WDMF | OZBD | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI World Diversified Multiple-Factor (AUD) Index - AUD | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.19 % |
Price | $52.31 | $44.11 |
Size | $165.354 million | $1.045 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.14 % | 2.82 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WDMF | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 24 |
Median incremental investment | $5,000.00 | $2,180.29 |
Median investment frequency | Monthly | Monthly |
Median total investment | $16,634.58 | $8,204.46 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
WDMF | OZBD | |
|---|---|---|
Pros |
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Cons |
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WDMF | OZBD |
|---|---|
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 |