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Compare WXOZ vs. BGBL
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 World Ex Australia Carbon Aware ETF (WXOZ) and the Betashares Global Shares ETF (BGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WXOZ | BGBL | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 27 | 1,279 |
Median incremental investment | $1,003.72 | $2,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,948.96 | $6,625.68 |
Average age group | > 35 | 26 - 35 |
Key Summary
WXOZ | BGBL | |
|---|---|---|
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 811.28m in AUM and 707 holdings. The State Street 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. | BGBL.AX was created on 2023-05-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Betashares Global Shares ETF is to provide an investment return that aims to track the performance of the Solactive GBS Developed Markets ex Australia Large & Mid Cap Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | NVIDIA Corp (7.39 %) Microsoft Corp (3.65 %) Broadcom Inc (2.23 %) | MSCI WORLD INDEX SEP26 (0 %) NVIDIA CORP (5.82 %) APPLE INC (4.82 %) |
Top 3 industries | Information Technology (64.85 %) Communication Services (18.83 %) Financials (7.62 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | United States (65.48 %) Japan (8.56 %) United Kingdom of Great Britain and Northern Ireland (4.61 %) | United States (72.14 %) Japan (6.29 %) United Kingdom of Great Britain and Northern Ireland (3.69 %) |
Management fee | 0.04 % | 0.08 % |
Key Summary
WXOZ | BGBL | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P Developed Ex-Australia LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net | Solactive GBS Developed Markets ex Australia Large & Mid Cap AUD Index |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.08 % |
Price | $51.96 | $87.18 |
Size | $808.789 million | $4.951 billion |
10Y return | 120.08 % | N/A |
Annual distribution yield (5Y) | 7.64 % | 1.05 % |
Market | ASX | ASX |
First listed date | 19/03/2013 | 10/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WXOZ | BGBL | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 27 | 1,279 |
Median incremental investment | $1,003.72 | $2,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,948.96 | $6,625.68 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WXOZ | BGBL | |
|---|---|---|
Pros |
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Cons |
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WXOZ | BGBL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |