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Compare WEMG vs. IOZ
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 State Street SPDR S&P Emerging Markets Carbon Aware ETF (WEMG) and the iShares Core S&P/ASX 200 ETF (IOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WEMG | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 963 |
Median incremental investment | $3,000.00 | $998.38 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,305.05 | $2,830.95 |
Average age group | 26 - 35 | > 35 |
Key Summary
WEMG | IOZ | |
|---|---|---|
Strategy | WEMG.AX was created on 2013-11-11 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 31.85m in AUM and 1195 holdings. The State Street SPDR S&P Emerging Markets Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Emerging LargeMidCap Carbon Aware Index. | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. |
Top 3 holdings | Taiwan Semiconductor Manufacturing Co Ltd (10.58 %) Alibaba Group Holding Ltd Ordinary Shares (3.47 %) NetEase Inc Ordinary Shares (1.32 %) | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) |
Top 3 industries | Information Technology (52.76 %) Other (31.65 %) Financials (10.20 %) | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) |
Top 3 countries | China (37.16 %) Taiwan (21.49 %) India (14.41 %) | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) |
Management fee | 0.35 % | 0.05 % |
Key Summary
WEMG | IOZ | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P Emerging LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.05 % |
Price | $28.04 | $34.89 |
Size | $30.431 million | $8.340 billion |
10Y return | 79.28 % | 59.68 % |
Annual distribution yield (5Y) | 2.68 % | 4.03 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WEMG | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 963 |
Median incremental investment | $3,000.00 | $998.38 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,305.05 | $2,830.95 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
WEMG | IOZ | |
|---|---|---|
Pros |
| |
Cons |
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WEMG | IOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |