Compare AU
Compare WDMF vs. VSO
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 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 |
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Cons |
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WDMF | VSO |
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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 |