Compare AU

Compare WXOZ vs. RDV

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 Russell Aussie Dividends (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

11

26

Median incremental investment

$1,190.50

$553.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,516.34

$1,379.39

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 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.

RDV.AX was created on 2010-05-11 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. 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

Apple Inc (5.57 %)

Microsoft Corp (4.63 %)

NVIDIA Corp (4.49 %)

Commonwealth Bank of Australia (7.68 %)

BHP Group Ltd (6.75 %)

Westpac Banking Corp (5.89 %)

Top 3 industries

Information Technology (59.79 %)

Communication Services (13.62 %)

Health Care (8.94 %)

Financials (65.19 %)

Materials (13.86 %)

Communication Services (7.66 %)

Top 3 countries

United States (66.13 %)

Japan (8.26 %)

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

Australia (99.57 %)

China (0.43 %)

Management fee

0.07 %

0.34 %


Key Summary

WXOZ

RDV

Issuer

SPDR

Russell

Tracking index

S&P Developed ex Australia LargeMidCap AUD Index - AUD

Russell Australia High Dividend Index - AUD

Asset class

ETF

ETF

Management fee

0.07 %

0.34 %

Price

$49.34

$31.71

Size

$418.103 million

$256.531 million

10Y return

122.05 %

10.64 %

Annual distribution yield (5Y)

5.73 %

6.63 %

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

11

26

Median incremental investment

$1,190.50

$553.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,516.34

$1,379.39

Average age group

> 35

> 35


Pros and Cons

WXOZ

RDV

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

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

Lower distribution yield

Higher distribution yield

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