At a glance
Side-by-side comparison
| Metric |
CFLO
BetaShares Global Cash Flow Kings ETF
|
WDIV
State Street SPDR S&P Global Dividend ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
BetaShares
|
State Street
|
| Tracks index |
—
|
S&P Global Dividend Aristocrats Index
|
| Categories |
Intl, Thematic
|
Intl, Dividend
|
| Listed since |
—
|
2013 (13 yrs)
|
| Fund size (AUM) |
$26m
|
$414m
|
| Cost & income | ||
| Management fee |
0.4%
|
0.35%
|
| Dividend yield |
3.03%
|
10.43%
|
| Franking |
0%
|
0%
|
| Turnover |
—
|
35%
|
| Tax drag | 0.97% | 4.18% |
| Returns |
Tax bracket
|
|
| 1-year return |
15.1%
net
|
11.3%
net
|
| 3-year return |
—
|
16.1%
net
|
| 5-year return |
—
|
9.8%
net
|
| 10-year return |
—
|
8%
net
|
| Risk | ||
| Volatility (3y) |
—
|
7.2%
|
| Volatility (5y) |
—
|
8%
|
| Volatility (10y) |
—
|
10.7%
|
| Sharpe ratio (3y) |
—
|
1.56
|
| Sharpe ratio (5y) |
—
|
0.8
|
| Sharpe ratio (10y) |
—
|
0.57
|
| 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-19% returns over 1 year (62nd of 318 ETFs we track).
- Low-cost: a 0.4% management fee keeps more of the return in your pocket.
- Cheaper alternatives exist: WDIV, ZYUS, and INCM.
- Low-cost: a 0.35% management fee keeps more of the return in your pocket.
- High 10.43% income yield — good for investors who want regular cash flow.
- Cheaper alternatives exist: VGS, SYI, and IHD.
Frequently Asked Questions
CFLO and WDIV are 2 Australian-listed ETFs we compare side by side. WDIV carries the lower management fee (0.35%). Over 1 year, CFLO has delivered the higher total return (15.1% a year). The table above breaks down fees, returns, income and risk for each.
WDIV has the lower management fee at 0.35% a year, versus CFLO 0.4%.
Over the past 1 year, CFLO has delivered the higher total return at 15.1% a year. Past performance is not a reliable indicator of future returns.
WDIV pays the higher at 10.43%. Remember distributions are taxed each year at your marginal rate.
WDIV is the larger fund by assets ($414m). 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.