Compare AU
Compare WXOZ vs. BANK
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are WXOZ and BANK. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
WXOZ | BANK | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 14 |
Median incremental investment | $993.75 | $994.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,243.35 | $994.00 |
Average age group | > 35 | > 35 |
Key Summary
WXOZ | BANK | |
|---|---|---|
Strategy | WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 411.75m in AUM and 784 holdings. The SPDR S&P World ex Australia Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware Index. | BANK.AX was created on 2024-07-22 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide investors a return (before fees and expenses) that tracks the performance of the Solactive Australian Bank Credit Index, a published index, by holding a portfolio of Bonds and Hybrid Securities that may comprise all or a representation of the securities comprising the Index. |
Top 3 holdings | Apple Inc (5.04 %) Microsoft Corp (4.52 %) NVIDIA Corp (3.91 %) | Global X Australian Bank Credit ETF (100 %) |
Top 3 industries | Information Technology (58.16 %) Communication Services (14.05 %) Consumer Discretionary (6.97 %) | |
Top 3 countries | United States (66.13 %) Japan (8.26 %) United Kingdom of Great Britain and Northern Ireland (4.57 %) | |
Management fee | 0.07 % | 0.25 % |
Key Summary
WXOZ | BANK | |
|---|---|---|
Issuer | SPDR | Global X |
Tracking index | S&P Developed ex Australia LargeMidCap AUD Index - AUD | Solactive Australian Bank Credit Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0.25 % |
Price | $46.05 | $9.94 |
Size | $422.915 million | $56.441 million |
10Y return | 81.51 % | N/A |
Annual distribution/ dividend yield (5Y) | 5.73 % | 0.89 % |
Market | ASX | ASX |
First listed date | 19/03/2013 | 23/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WXOZ | BANK | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 14 |
Median incremental investment | $993.75 | $994.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,243.35 | $994.00 |
Average age group | > 35 | > 35 |
Pros and Cons
WXOZ | BANK | |
|---|---|---|
Pros |
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Cons |
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WXOZ | BANK |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |