Compare AU
Compare WDMF vs. VEFI
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 Vanguard Ethically Conscious Glb Agg Bond Index (Hedged) ETF (VEFI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WDMF | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 14 |
Median incremental investment | $15,993.50 | $2,216.58 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $147,753.84 | $5,242.26 |
Average age group | > 35 | 26 - 35 |
Key Summary
WDMF | VEFI | |
|---|---|---|
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 177.93m in AUM and 423 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. | VEFI.AX was created on 2018-09-11 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Ethically Conscious Global Aggregate Bond Index Fund (Hedged) AUD Hedged seeks to track the return of the Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index Hedged into Australian dollars before taking into account fees, expenses and tax. |
Top 3 holdings | APPLE INC (4.74 %) NVIDIA CORP (4.69 %) MICROSOFT CORP (4.53 %) | French Republic Government Bond OAT 0.75 2028-11-25 (0.48 %) United States Treasury Note/Bond 0.75 2023-12-31 (0.46 %) Italy Buoni Poliennali Del Tesoro (0.46 %) |
Top 3 industries | Information Technology (27.00 %) Financials (15.94 %) Consumer Discretionary (13.38 %) | Financials (0.00 %) |
Top 3 countries | United States (68.87 %) Japan (7.42 %) Canada (2.86 %) | |
Management fee | 0.35 % | 0.26 % |
Key Summary
WDMF | VEFI | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | MSCI World Diversified Multiple-Factor (AUD) Index - AUD | Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index hedged in AUD - AUD - Australia Dollar |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.26 % |
Price | $48.99 | $42.62 |
Size | $177.565 million | $4.218 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.98 % | 3.42 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 13/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WDMF | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 14 |
Median incremental investment | $15,993.50 | $2,216.58 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $147,753.84 | $5,242.26 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WDMF | VEFI | |
|---|---|---|
Pros |
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Cons |
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WDMF | VEFI |
|---|---|
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 |