Back
Compare AU
Compare WXOZ vs. RDV
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 Russell Investments High Dividend Australian Shares ETF (RDV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WXOZ | RDV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 29 |
Median incremental investment | $1,190.50 | $621.96 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,252.73 | $1,273.00 |
Average age group | > 35 | > 35 |
Key Summary
WXOZ | RDV | |
|---|---|---|
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 722.24m in AUM and 689 holdings. 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. | RDV.AX was created on 2010-05-11 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 332.78m in AUM and 51 holdings. The Fund aims to provide a total return before costs and tax, in line with the Russell Australia High Dividend Index over the long term. |
Top 3 holdings | NVIDIA Corp (7.30 %) Microsoft Corp (3.44 %) Alphabet Inc Class A (2.75 %) | Commonwealth Bank of Australia (8.20 %) BHP Group Ltd (6.00 %) Westpac Banking Corp (5.27 %) |
Top 3 industries | Information Technology (64.85 %) Communication Services (18.83 %) Financials (7.62 %) | Financials (63.71 %) Materials (12.17 %) Communication Services (8.28 %) |
Top 3 countries | United States (65.48 %) Japan (8.56 %) United Kingdom of Great Britain and Northern Ireland (4.61 %) | Australia (100.00 %) |
Management fee | 0.04 % | 0.34 % |
Key Summary
WXOZ | RDV | |
|---|---|---|
Issuer | SPDR | Russell |
Tracking index | S&P Developed Ex-Australia LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net | Russell Australia High Dividend Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.34 % |
Price | $49.66 | $33.50 |
Size | $718.175 million | $330.907 million |
10Y return | 105.89 % | 19.56 % |
Annual distribution yield (5Y) | 6.71 % | 4.86 % |
Market | ASX | ASX |
First listed date | 19/03/2013 | 14/05/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WXOZ | RDV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 29 |
Median incremental investment | $1,190.50 | $621.96 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,252.73 | $1,273.00 |
Average age group | > 35 | > 35 |
Pros and Cons
WXOZ | RDV | |
|---|---|---|
Pros |
|
|
Cons |
|
|
WXOZ | RDV |
|---|---|
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 |