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Compare WRLD vs. TECH
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 Betashares Managed Risk Global Shares Complex ETF (WRLD) and the Global X Morningstar Global Technology ETF (TECH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WRLD | TECH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 181 |
Median incremental investment | $1,026.00 | $721.08 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,464.80 | $2,424.45 |
Average age group | 26 - 35 | > 35 |
Key Summary
WRLD | TECH | |
|---|---|---|
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. | The Global X Morningstar Global Technology ETF (TECH: ASX) seeks to track the performance of the Morningstar Developed Markets Technology Moat Focus Index before considering any fees, expenses, or taxes. |
Top 3 holdings | MSCI WORLD INDEX JUN25 (0 %) MICROSOFT CORP (4.83 %) APPLE INC (4.34 %) | Adyen NV (4.50 %) Sony Group Corp (4.48 %) Monolithic Power Systems Inc (4.39 %) |
Top 3 industries | Other (30.55 %) Information Technology (23.28 %) Financials (8.92 %) | Information Technology (67.41 %) Financials (11.64 %) Consumer Discretionary (11.57 %) |
Top 3 countries | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) | United States (76.16 %) Netherlands (7.48 %) Japan (5.55 %) |
Management fee | 0.54 % | 0.45 % |
Key Summary
WRLD | TECH | |
|---|---|---|
Issuer | BetaShares | Global X |
Tracking index | Morningstar Developed Markets Technology Moat Focus Index - USD | |
Asset class | ETF | ETF |
Management fee | 0.54 % | 0.45 % |
Price | $20.54 | $115.45 |
Size | $46.061 million | $362.500 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.57 % | 7.45 % |
Market | ASX | ASX |
First listed date | 21/12/2015 | 11/04/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WRLD | TECH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 181 |
Median incremental investment | $1,026.00 | $721.08 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,464.80 | $2,424.45 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
WRLD | TECH | |
|---|---|---|
Pros |
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Cons |
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WRLD | TECH |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |