Compare AU

Compare WXOZ vs. IHVV

Compare shares and ETFs on the ASX that you can trade on Pearler.

SPDR S&P World Ex Australia Carbon Control Fund

ASX

Buy

Buy

Overview
Performance

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 S&P 500 Aud Hedged ETF (IHVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

WXOZ

IHVV

Popularity

Low

Low

Pearlers invested

11

164

Median incremental investment

$1,190.50

$1,500.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,510.22

$3,452.78

Average age group

> 35

> 35


Key Summary

WXOZ

IHVV

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 405.4m in AUM and 763 holdings. 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.

IHVV.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities.

Top 3 holdings

Apple Inc (5.57 %)

Microsoft Corp (4.63 %)

NVIDIA Corp (4.49 %)

Microsoft Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

Top 3 industries

Information Technology (59.79 %)

Communication Services (13.62 %)

Health Care (8.94 %)

Other (99.94 %)

Communication Services (0.06 %)

Top 3 countries

United States (66.13 %)

Japan (8.26 %)

United Kingdom of Great Britain and Northern Ireland (4.57 %)

United States (94.52 %)

Management fee

0.07 %

0.1 %


Key Summary

WXOZ

IHVV

Issuer

SPDR

iShares

Tracking index

S&P Developed ex Australia LargeMidCap AUD Index - AUD

S&P 500 Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.07 %

0.1 %

Price

$49.22

$55.69

Size

$418.103 million

$2.040 billion

10Y return

114.00 %

N/A

Annual distribution yield (5Y)

5.73 %

51.08 %

Market

ASX

ASX

First listed date

19/03/2013

18/12/2014

Purchase fee

$6.50

$6.50


Community Stats

WXOZ

IHVV

Popularity

Low

Low

Pearlers invested

11

164

Median incremental investment

$1,190.50

$1,500.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,510.22

$3,452.78

Average age group

> 35

> 35


Pros and Cons

WXOZ

IHVV

Pros

  • Lower management fee

  • Higher price growth

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

WXOZ

IHVV

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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