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Compare WXOZ vs. IVV
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 iShares S&P 500 ETF (IVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WXOZ | IVV | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 27 | 22,981 |
Median incremental investment | $1,190.50 | $992.99 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,408.48 | $2,889.26 |
Average age group | > 35 | 26 - 35 |
Key Summary
WXOZ | IVV | |
|---|---|---|
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. | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. |
Top 3 holdings | NVIDIA Corp (6.54 %) Apple Inc (5.52 %) Microsoft Corp (3.50 %) | ISHARES CORE S&P ETF TRUST (99.97 %) AUD CASH (0.08 %) USD/AUD (0.00 %) |
Top 3 industries | Information Technology (64.85 %) Communication Services (18.83 %) Financials (7.62 %) | Other (99.97 %) Communication Services (0.00 %) |
Top 3 countries | United States (65.48 %) Japan (8.56 %) United Kingdom of Great Britain and Northern Ireland (4.61 %) | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) |
Management fee | 0.04 % | 0.04 % |
Key Summary
WXOZ | IVV | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P Developed Ex-Australia LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.04 % |
Price | $47.34 | $62.81 |
Size | $652.473 million | $11.866 billion |
10Y return | 105.20 % | 245.54 % |
Annual distribution yield (5Y) | 6.71 % | 1.21 % |
Market | ASX | ASX |
First listed date | 19/03/2013 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WXOZ | IVV | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 27 | 22,981 |
Median incremental investment | $1,190.50 | $992.99 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,408.48 | $2,889.26 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WXOZ | IVV | |
|---|---|---|
Pros |
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Cons |
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WXOZ | IVV |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |