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Compare WXOZ vs. DJRE
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 State Street SPDR Dow Jones Gbl Real Estate Esg Tilted ETF (DJRE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WXOZ | DJRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 24 | 130 |
Median incremental investment | $1,097.11 | $1,048.71 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,039.95 | $3,928.40 |
Average age group | > 35 | > 35 |
Key Summary
WXOZ | DJRE | |
|---|---|---|
Strategy | WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. 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. | DJRE.AX was created on 2013-11-01 by State Street . The fund's investment portfolio concentrates primarily on real estate equity. The State Street SPDR Dow Jones Global Real Estate ESG Tilted ETF seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select ESG Tilted Real Estate Securities Index. |
Top 3 holdings | NVIDIA Corp (6.64 %) Apple Inc (5.17 %) Microsoft Corp (3.80 %) | Prologis Inc (8.33 %) Welltower Inc (7.13 %) Public Storage (6.18 %) |
Top 3 industries | Information Technology (64.85 %) Communication Services (18.83 %) Financials (7.62 %) | Real Estate (100.00 %) Other (5.20 %) |
Top 3 countries | United States (65.48 %) Japan (8.56 %) United Kingdom of Great Britain and Northern Ireland (4.61 %) | United States (71.31 %) Japan (9.05 %) United Kingdom of Great Britain and Northern Ireland (3.07 %) |
Management fee | 0.04 % | 0.2 % |
Key Summary
WXOZ | DJRE | |
|---|---|---|
Issuer | SPDR | State Street |
Tracking index | S&P Developed Ex-Australia LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net | Dow Jones Global Select ESG Tilted Real Estate Securities Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.2 % |
Price | $49.43 | $21.35 |
Size | $648.680 million | $498.097 million |
10Y return | 114.73 % | 2.79 % |
Annual distribution yield (5Y) | 6.71 % | 3.62 % |
Market | ASX | ASX |
First listed date | 19/03/2013 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WXOZ | DJRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 24 | 130 |
Median incremental investment | $1,097.11 | $1,048.71 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,039.95 | $3,928.40 |
Average age group | > 35 | > 35 |
Pros and Cons
WXOZ | DJRE | |
|---|---|---|
Pros |
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Cons |
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WXOZ | DJRE |
|---|---|
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 |