At a glance
Side-by-side comparison
| Metric |
BGBL
BetaShares Global Shares ETF
|
WXOZ
State Street SPDR S&P World ex Australia Carbon Aware ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
BetaShares
|
State Street
|
| Tracks index |
Solactive GBS Developed Markets Large & Mid Cap Index
|
—
|
| Categories |
Intl, Large-Cap, Market-Cap
|
Intl, Large-Cap, Market-Cap, ESG
|
| Listed since |
2021 (5 yrs)
|
—
|
| Fund size (AUM) |
$4.7bn
|
$778m
|
| Cost & income | ||
| Management fee |
0.08%
|
0.07%
|
| Dividend yield |
1.17%
|
6.01%
|
| Franking |
0%
|
0%
|
| Turnover |
5%
|
—
|
| Tax drag | 0.49% | 1.92% |
| Returns |
Tax bracket
|
|
| 1-year return |
10.7%
net
|
7.8%
net
|
| 3-year return |
16.9%
net
|
15.8%
net
|
| 5-year return |
—
|
11.3%
net
|
| 10-year return |
—
|
13.1%
net
|
| Risk | ||
| Volatility (3y) |
9.9%
|
9.7%
|
| Volatility (5y) |
—
|
11%
|
| Volatility (10y) |
—
|
10.8%
|
| Sharpe ratio (3y) |
1.23
|
1.15
|
| Sharpe ratio (5y) |
—
|
0.74
|
| Sharpe ratio (10y) |
—
|
1
|
| 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
- Top-20% returns over 3 years (45th of 226 ETFs we track).
- Low-cost: a 0.08% management fee keeps more of the return in your pocket.
- Top-17% returns over 10 years (18th of 108 ETFs we track).
- Low-cost: a 0.07% management fee keeps more of the return in your pocket.
- That income is taxed yearly at your marginal rate, so it's less efficient for higher earners.
Frequently Asked Questions
BGBL and WXOZ are 2 Australian-listed ETFs we compare side by side. WXOZ carries the lower management fee (0.07%). Over 3 years, BGBL has delivered the higher total return (16.9% a year). The table above breaks down fees, returns, income and risk for each.
WXOZ has the lower management fee at 0.07% a year, versus BGBL 0.08%.
Over the past 3 years, BGBL has delivered the higher total return at 16.9% a year. Past performance is not a reliable indicator of future returns.
WXOZ pays the higher at 6.01%. Remember distributions are taxed each year at your marginal rate.
BGBL is the larger fund by assets ($4.7bn). 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.