Compare AU
Compare WXOZ vs. FAIR
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 Aware ETF (WXOZ) and the Betashares Australian Sustainability Leaders ETF (FAIR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WXOZ | FAIR | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 12 | 1,124 |
Median incremental investment | $1,092.25 | $759.11 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,318.88 | $1,637.79 |
Average age group | > 35 | 26 - 35 |
Key Summary
WXOZ | FAIR | |
|---|---|---|
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 438.6m 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. | The fund aims to track the performance of the NASDAQ FUTURE AUSTRALIAN SUSTAINABILITY LEADERS INDEX before considering fees, taxes, and other expenses. |
Top 3 holdings | Apple Inc (5.43 %) NVIDIA Corp (4.93 %) Microsoft Corp (4.62 %) | SPI 200 FUTURES JUN25 (0 %) TELSTRA GROUP LTD (4.76 %) SUNCORP GROUP LTD (4.74 %) |
Top 3 industries | Information Technology (57.55 %) Communication Services (14.19 %) Consumer Discretionary (7.54 %) | Financials (18.45 %) Real Estate (17.34 %) Health Care (16.14 %) |
Top 3 countries | United States (66.13 %) Japan (8.26 %) United Kingdom of Great Britain and Northern Ireland (4.57 %) | Australia (89.09 %) New Zealand (6.19 %) United States (4.72 %) |
Management fee | 0.07 % | 0.49 % |
Key Summary
WXOZ | FAIR | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P Developed ex Australia LargeMidCap AUD Index - AUD | Nasdaq Future Australian Sustainability Leaders Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0.49 % |
Price | $48.44 | $21.44 |
Size | $436.351 million | $1.131 billion |
10Y return | 90.86 % | N/A |
Annual distribution yield (5Y) | 5.73 % | 3.37 % |
Market | ASX | ASX |
First listed date | 19/03/2013 | 29/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WXOZ | FAIR | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 12 | 1,124 |
Median incremental investment | $1,092.25 | $759.11 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,318.88 | $1,637.79 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WXOZ | FAIR | |
|---|---|---|
Pros |
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Cons |
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WXOZ | FAIR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |