At a glance
Side-by-side comparison
| Metric |
AESG
iShares Global Aggregate Bond ESG (AUD Hedged) ETF
|
WBND
BetaShares Global Aggregate Bond Currency Hedged ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
iShares
|
BetaShares
|
| Tracks index |
—
|
—
|
| Categories |
Bonds, Intl
|
Bonds, AU
|
| Listed since |
—
|
—
|
| Fund size (AUM) |
$439m
|
$694m
|
| Cost & income | ||
| Management fee |
0.2%
|
0.19%
|
| Dividend yield |
3.26%
|
3.39%
|
| Franking |
0%
|
0%
|
| Turnover |
—
|
30%
|
| Tax drag | 1.04% | 1.8% |
| Returns |
Tax bracket
|
|
| 1-year return |
1.8%
net
|
1.8%
net
|
| 3-year return |
3.1%
net
|
—
|
| 5-year return |
—
|
—
|
| 10-year return |
—
|
—
|
| Risk | ||
| Volatility (3y) |
4.1%
|
—
|
| Volatility (5y) |
—
|
—
|
| Volatility (10y) |
—
|
—
|
| Sharpe ratio (3y) |
—
|
—
|
| Sharpe ratio (5y) |
—
|
—
|
| Sharpe ratio (10y) |
—
|
—
|
| Bid/ask spread |
—
|
—
|
marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.
Each fund at a glance
- Low-cost: a 0.2% management fee keeps more of the return in your pocket.
- Low volatility (4.05% over 3 years) for a smoother ride.
- Has lagged most peers over 3 years (205th of 226).
- Low-cost: a 0.19% management fee keeps more of the return in your pocket.
- Cheaper alternatives exist: IAF, VAF, and AGGG.
Frequently Asked Questions
AESG and WBND are 2 Australian-listed ETFs we compare side by side. WBND carries the lower management fee (0.19%). Over 1 year, WBND has delivered the higher total return (1.8% a year). The table above breaks down fees, returns, income and risk for each.
WBND has the lower management fee at 0.19% a year, versus AESG 0.2%.
Over the past 1 year, WBND has delivered the higher total return at 1.8% a year. Past performance is not a reliable indicator of future returns.
WBND pays the higher at 3.39%. Remember distributions are taxed each year at your marginal rate.
WBND is the larger fund by assets ($694m). Larger funds are typically more liquid and trade on tighter spreads.
Related comparisons
General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.