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Compare WXOZ vs. SPY
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 State Street SPDR S&P 500 ETF (SPY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WXOZ | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 303 |
Median incremental investment | $1,097.11 | $1,193.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,378.49 | $3,152.55 |
Average age group | > 35 | 26 - 35 |
Key Summary
WXOZ | SPY | |
|---|---|---|
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 733.74m 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. | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The SPDR S&P 500 ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index. |
Top 3 holdings | NVIDIA Corp (7.53 %) Microsoft Corp (3.32 %) Alphabet Inc Class A (2.48 %) | NVIDIA Corp (8.02 %) Apple Inc (7.07 %) Microsoft Corp (4.88 %) |
Top 3 industries | Information Technology (64.85 %) Communication Services (18.83 %) Financials (7.62 %) | Information Technology (62.86 %) Consumer Discretionary (15.15 %) Communication Services (13.10 %) |
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 (0.24 %) China (0.12 %) |
Management fee | 0.04 % | 0.0945 % |
Key Summary
WXOZ | SPY | |
|---|---|---|
Issuer | SPDR | SPDR |
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 % | 0.0945 % |
Price | $51.37 | $1,046.83 |
Size | $797.512 million | $1.114 trillion |
10Y return | 109.93 % | 268.60 % |
Annual distribution yield (5Y) | 6.71 % | 1.13 % |
Market | ASX | ASX |
First listed date | 19/03/2013 | 13/10/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WXOZ | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 303 |
Median incremental investment | $1,097.11 | $1,193.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,378.49 | $3,152.55 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WXOZ | SPY | |
|---|---|---|
Pros |
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Cons |
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WXOZ | SPY |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |