Compare AU
Compare WXOZ vs. MTUM
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 BetaShares Australian Momentum ETF (MTUM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WXOZ | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 2 |
Median incremental investment | $1,190.50 | $308.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,569.38 | $654.24 |
Average age group | > 35 | 26 - 35 |
Key Summary
WXOZ | MTUM | |
|---|---|---|
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. | N/A |
Top 3 holdings | Apple Inc (5.48 %) Microsoft Corp (4.67 %) NVIDIA Corp (4.55 %) | COMMONWEALTH BANK OF AUSTRALIA (9.88 %) WESTPAC BANKING CORP (9.72 %) NATIONAL AUSTRALIA BANK LTD (9.59 %) |
Top 3 industries | Information Technology (57.36 %) Communication Services (15.19 %) Consumer Discretionary (9.28 %) | Financials (53.93 %) Consumer Discretionary (13.51 %) Real Estate (10.81 %) |
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 % |
Key Summary
WXOZ | MTUM | |
|---|---|---|
Issuer | SPDR | |
Tracking index | S&P Developed ex Australia LargeMidCap AUD Index - AUD | |
Asset class | ETF | Stock |
Management fee | 0.07 % | 0 % |
Price | $50.38 | $27.84 |
Size | $425.851 million | N/A |
10Y return | 109.05 % | N/A |
Annual distribution yield (5Y) | 5.73 % | 0.19 % |
Market | ASX | ASX |
First listed date | 19/03/2013 | 23/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WXOZ | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 2 |
Median incremental investment | $1,190.50 | $308.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,569.38 | $654.24 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WXOZ | MTUM | |
|---|---|---|
Pros |
| |
Cons |
|
WXOZ | MTUM |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |