Compare AU
Compare WXOZ vs. USD
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 Aware ETF (WXOZ) and the Betashares U.S. Dollar ETF (USD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WXOZ | USD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 4 |
Median incremental investment | $1,092.25 | $1,934.04 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,325.12 | $1,263.60 |
Average age group | > 35 | > 35 |
Key Summary
WXOZ | USD | |
|---|---|---|
Strategy | WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 438.6m in AUM and 784 holdings. The SPDR S&P World ex Australia Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware Index. | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ the Fund is designed to go up 10% too, before fees and expenses. Conversely, the Fund will go down if the U.S. dollar falls. |
Top 3 holdings | Apple Inc (5.43 %) NVIDIA Corp (4.93 %) Microsoft Corp (4.62 %) | AUD - AUSTRALIA DOLLAR (0.00 %) |
Top 3 industries | Information Technology (57.55 %) Communication Services (14.19 %) Consumer Discretionary (7.54 %) | Other (99.98 %) Communication Services (0.00 %) |
Top 3 countries | United States (66.13 %) Japan (8.26 %) United Kingdom of Great Britain and Northern Ireland (4.57 %) | |
Management fee | 0.07 % | 0.45 % |
Key Summary
WXOZ | USD | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P Developed ex Australia LargeMidCap AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0.45 % |
Price | $48.44 | $15.60 |
Size | $436.351 million | $75.648 million |
10Y return | 90.86 % | 25.40 % |
Annual distribution yield (5Y) | 5.73 % | 1.74 % |
Market | ASX | ASX |
First listed date | 19/03/2013 | 01/02/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WXOZ | USD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 4 |
Median incremental investment | $1,092.25 | $1,934.04 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,325.12 | $1,263.60 |
Average age group | > 35 | > 35 |
Pros and Cons
WXOZ | USD | |
|---|---|---|
Pros |
| |
Cons |
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WXOZ | USD |
|---|---|
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 |