Compare AU

Compare WDMF vs. VSO

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 Vanguard MSCI Australian Small Companies Index ETF (VSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

WDMF

VSO

Popularity

Low

Low

Pearlers invested

1

234

Median incremental investment

$15,993.50

$1,000.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$147,904.64

$2,383.06

Average age group

> 35

> 35


Key Summary

WDMF

VSO

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.

VSO.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on small cap equity. Vanguard MSCI Australian Small Companies Index ETF seeks to track the return of the MSCI Australian Shares Small Cap Index before taking into account fees, expenses and tax.

Top 3 holdings

APPLE INC (4.74 %)

NVIDIA CORP (4.69 %)

MICROSOFT CORP (4.53 %)

carsales.com Ltd. (2.47 %)

Atlas Arteria Ltd. (2.42 %)

Allkem Ltd. (2.38 %)

Top 3 industries

Information Technology (27.00 %)

Financials (15.94 %)

Consumer Discretionary (13.38 %)

Materials (24.32 %)

Industrials (14.76 %)

Financials (12.31 %)

Top 3 countries

United States (68.87 %)

Japan (7.42 %)

Canada (2.86 %)

Australia (98.99 %)

China (0.62 %)

United States (0.26 %)

Management fee

0.35 %

0.3 %


Key Summary

WDMF

VSO

Issuer

iShares

Vanguard

Tracking index

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

MSCI Australian Shares Small Cap Index - AUD

Asset class

ETF

ETF

Management fee

0.35 %

0.3 %

Price

$48.98

$69.61

Size

$177.565 million

N/A

10Y return

N/A

52.52 %

Annual distribution yield (5Y)

4.98 %

5.40 %

Market

ASX

ASX

First listed date

14/10/2016

26/05/2011

Purchase fee

$6.50

$6.50


Community Stats

WDMF

VSO

Popularity

Low

Low

Pearlers invested

1

234

Median incremental investment

$15,993.50

$1,000.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$147,904.64

$2,383.06

Average age group

> 35

> 35


Pros and Cons

WDMF

VSO

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

WDMF

VSO

Lower exposure to AU market

Higher 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

Lower distribution yield

Higher distribution yield

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