Grow it · ETFs

BGBL vs WXOZ

Compare fees, returns, income and risk for these 2 ASX-listed ETFs side by side.

At a glance

Comparing BGBL and WXOZ. WXOZ has the lower management fee at 0.07% a year, BGBL has the higher 3 years return at 16.9% a year, and WXOZ offers the higher at 6.01%.
Lower fee
WXOZ 0.07% p.a.
Higher 3 years return
BGBL 16.9% p.a.
Higher yield
WXOZ 6.01%
Higher risk-adjusted
BGBL Sharpe 1.23 (3y)
Lower volatility
WXOZ 9.7% (3y)
Larger fund
BGBL $4.7bn

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

BGBL BetaShares Global Shares ETF
  • 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.
WXOZ State Street SPDR S&P World ex Australia Carbon Aware ETF
  • 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

What's the difference between BGBL vs WXOZ?

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.

Which has the lower fees - BGBL vs WXOZ?

WXOZ has the lower management fee at 0.07% a year, versus BGBL 0.08%.

Which has performed higher - BGBL vs WXOZ?

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.

Which pays the higher dividend yield?

WXOZ pays the higher at 6.01%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

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.

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