Compare AU

Compare WDMF vs. VVLU

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 Global Value Equity Active ETF (VVLU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

WDMF

VVLU

Popularity

Low

Low

Pearlers invested

1

47

Median incremental investment

$15,993.50

$2,023.80

Median investment frequency

Fortnightly

Monthly

Median total investment

$147,753.84

$8,771.92

Average age group

> 35

> 35


Key Summary

WDMF

VVLU

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.

VVLU.AX was created on 2018-04-13 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Global Value Equity Active ETF (Managed Fund) seeks to provide long term capital appreciation through an active management approach that invests in global equity securities demonstrating value characteristics

Top 3 holdings

APPLE INC (4.74 %)

NVIDIA CORP (4.69 %)

MICROSOFT CORP (4.53 %)

Comcast Corp. Class A (0.72 %)

Verizon Communications Inc. (0.62 %)

General Motors Co. (0.59 %)

Top 3 industries

Information Technology (27.00 %)

Financials (15.94 %)

Consumer Discretionary (13.38 %)

Financials (30.07 %)

Energy (14.49 %)

Industrials (11.98 %)

Top 3 countries

United States (68.87 %)

Japan (7.42 %)

Canada (2.86 %)

United States (68.77 %)

Japan (6.48 %)

United Kingdom of Great Britain and Northern Ireland (4.51 %)

Management fee

0.35 %

0.28 %


Key Summary

WDMF

VVLU

Issuer

iShares

Vanguard

Tracking index

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

Asset class

ETF

ETF

Management fee

0.35 %

0.28 %

Price

$48.78

$75.43

Size

$174.699 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.98 %

4.00 %

Market

ASX

ASX

First listed date

14/10/2016

17/04/2018

Purchase fee

$6.50

$6.50


Community Stats

WDMF

VVLU

Popularity

Low

Low

Pearlers invested

1

47

Median incremental investment

$15,993.50

$2,023.80

Median investment frequency

Fortnightly

Monthly

Median total investment

$147,753.84

$8,771.92

Average age group

> 35

> 35


Pros and Cons

WDMF

VVLU

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

WDMF

VVLU

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

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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