Compare AU

Compare WRLD vs. A200

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Managed Risk Global Share Fund (Managed Fund)

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 BetaShares Managed Risk Global Share Fund (Managed Fund) (WRLD) and the BetaShares Australia 200 ETF (A200). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

WRLD

A200

Popularity

Low

Medium

Pearlers invested

3

4,958

Median incremental investment

$2,002.75

$1,078.38

Median investment frequency

Quarterly

Monthly

Median total investment

$2,692.30

$3,714.39

Average age group

26 - 35

26 - 35


Key Summary

WRLD

A200

Strategy

WRLD.AX was created on 2015-12-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide exposure to a broadly diversified portfolio of global shares, whilereducing the volatility of the equity investment returns and defending against losses in decliningmarkets.

BetaShares Australia 200 ETF (ASX: A200) seeks to track the performance of the Solactive Australia 200 index before account fees, expenses, and taxes. The index tracks the largest 200 companies on the Australian Securities Exchange (ASX).

Top 3 holdings

APPLE INC (5.30 %)

MICROSOFT CORP (5.02 %)

NVIDIA CORP (4.56 %)

COMMONWEALTH BANK OF AUSTRALIA (10.63 %)

BHP GROUP LTD (7.98 %)

CSL LTD (5.68 %)

Top 3 industries

Other (29.91 %)

Information Technology (23.98 %)

Health Care (8.49 %)

Financials (33.91 %)

Materials (17.89 %)

Health Care (8.74 %)

Top 3 countries

United States (71.69 %)

Japan (6.93 %)

United Kingdom of Great Britain and Northern Ireland (3.99 %)

Australia (95.07 %)

United States (3.04 %)

New Zealand (1.41 %)

Management fee

0.54 %

0.04 %


Key Summary

WRLD

A200

Issuer

BetaShares

BetaShares

Tracking index

Solactive Australia 200 Index - AUD

Asset class

ETF

ETF

Management fee

0.54 %

0.04 %

Price

$20.71

$137.57

Size

$52.865 million

$6.279 billion

10Y return

N/A

N/A

Annual distribution yield (5Y)

1.79 %

5.25 %

Market

ASX

ASX

First listed date

21/12/2015

08/05/2018

Purchase fee

$6.50

$6.50


Community Stats

WRLD

A200

Popularity

Low

Medium

Pearlers invested

3

4,958

Median incremental investment

$2,002.75

$1,078.38

Median investment frequency

Quarterly

Monthly

Median total investment

$2,692.30

$3,714.39

Average age group

26 - 35

26 - 35


Pros and Cons

WRLD

A200

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

WRLD

A200

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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