Compare AU
Compare WXOZ vs. IHEB
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 iShares J.P. Morgan Usd Emerging Markets (Aud Hedged) ETF (IHEB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WXOZ | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 2 |
Median incremental investment | $1,190.50 | $4,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,513.28 | $20,324.85 |
Average age group | > 35 | > 35 |
Key Summary
WXOZ | IHEB | |
|---|---|---|
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. | IHEB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The fund aims to provide investors with the performance of the J.P. Morgan EMBI Global Core Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of U.S. dollar denominated fixed and/or floating rate emerging market bonds issued by sovereign and quasi-sovereign entities. |
Top 3 holdings | Apple Inc (6.14 %) Microsoft Corp (4.81 %) NVIDIA Corp (4.51 %) | iShares JP Morgan $ EM Bond ETF USD Dist (103.35 %) |
Top 3 industries | Information Technology (57.87 %) Communication Services (14.35 %) Consumer Discretionary (10.59 %) | Other (98.67 %) Communication Services (1.33 %) |
Top 3 countries | United States (66.13 %) Japan (8.26 %) United Kingdom of Great Britain and Northern Ireland (4.57 %) | |
Management fee | 0.07 % | 0.51 % |
Key Summary
WXOZ | IHEB | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P Developed ex Australia LargeMidCap AUD Index - AUD | J.P. Morgan EMBI Global Core Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0.51 % |
Price | $49.28 | $74.45 |
Size | $428.821 million | $68.488 million |
10Y return | 111.87 % | N/A |
Annual distribution yield (5Y) | 5.73 % | 5.56 % |
Market | ASX | ASX |
First listed date | 19/03/2013 | 09/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WXOZ | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 2 |
Median incremental investment | $1,190.50 | $4,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,513.28 | $20,324.85 |
Average age group | > 35 | > 35 |
Pros and Cons
WXOZ | IHEB | |
|---|---|---|
Pros |
| |
Cons |
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WXOZ | IHEB |
|---|---|
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 |