Compare AU
Compare WXOZ vs. ETHI
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 SPDR S&P World Ex Australia Carbon Control Fund (WXOZ) and the Global 100 Large-Caps (ex-AUS) (ETHI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WXOZ | ETHI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 11 | 3,367 |
Median incremental investment | $1,190.50 | $793.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,516.34 | $2,134.44 |
Average age group | > 35 | 26 - 35 |
Key Summary
WXOZ | ETHI | |
|---|---|---|
Strategy | WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The Investment Objective of SPDR S&P World Ex Australia Carbon Control Fund is to match the performance of its Index before fees and other costs. | ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as “Climate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. |
Top 3 holdings | Apple Inc (5.57 %) Microsoft Corp (4.63 %) NVIDIA Corp (4.49 %) | NVIDIA CORP (5.40 %) APPLE INC (5.28 %) VISA INC (3.73 %) |
Top 3 industries | Information Technology (58.79 %) Communication Services (14.12 %) Consumer Discretionary (9.36 %) | Information Technology (27.64 %) Other (23.81 %) Financials (18.23 %) |
Top 3 countries | United States (66.13 %) Japan (8.26 %) United Kingdom of Great Britain and Northern Ireland (4.57 %) | United States (78.50 %) Japan (7.27 %) Netherlands (3.56 %) |
Management fee | 0.07 % | 0.59 % |
Key Summary
WXOZ | ETHI | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P Developed ex Australia LargeMidCap AUD Index - AUD | Nasdaq Future Global Sustainability Leaders Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0.59 % |
Price | $49.34 | $16.17 |
Size | $442.275 million | $3.503 billion |
10Y return | 122.05 % | N/A |
Annual distribution yield (5Y) | 5.73 % | 5.48 % |
Market | ASX | ASX |
First listed date | 19/03/2013 | 09/01/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WXOZ | ETHI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 11 | 3,367 |
Median incremental investment | $1,190.50 | $793.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,516.34 | $2,134.44 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WXOZ | ETHI | |
|---|---|---|
Pros |
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Cons |
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WXOZ | ETHI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |