At a glance
Side-by-side comparison
| Metric |
IHWL
iShares Core MSCI World ex Australia ESG (AUD Hedged) ETF
|
BGBL
BetaShares Global Shares ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
iShares
|
BetaShares
|
| Tracks index |
—
|
Solactive GBS Developed Markets Large & Mid Cap Index
|
| Categories |
Intl, Large-Cap, Market-Cap, ESG
|
Intl, Large-Cap, Market-Cap
|
| Listed since |
—
|
2021 (5 yrs)
|
| Fund size (AUM) |
$1bn
|
$4.7bn
|
| Cost & income | ||
| Management fee |
0.15%
|
0.08%
|
| Dividend yield |
5.65%
|
1.17%
|
| Franking |
0%
|
0%
|
| Turnover |
—
|
5%
|
| Tax drag | 1.81% | 0.49% |
| Returns |
Tax bracket
|
|
| 1-year return |
19.8%
net
|
10.7%
net
|
| 3-year return |
17.6%
net
|
16.9%
net
|
| 5-year return |
11.2%
net
|
—
|
| 10-year return |
12.5%
net
|
—
|
| Risk | ||
| Volatility (3y) |
12.5%
|
9.9%
|
| Volatility (5y) |
15.3%
|
—
|
| Volatility (10y) |
14.7%
|
—
|
| Sharpe ratio (3y) |
1.04
|
1.23
|
| Sharpe ratio (5y) |
0.56
|
—
|
| Sharpe ratio (10y) |
0.73
|
—
|
| 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-16% returns over 1 year (49th of 308 ETFs we track).
- Low-cost: a 0.15% management fee keeps more of the return in your pocket.
- Cheaper alternatives exist: BGBL, WXHG, and HGBL.
- 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.
Frequently Asked Questions
IHWL and BGBL are 2 Australian-listed ETFs we compare side by side. BGBL carries the lower management fee (0.08%). Over 3 years, IHWL has delivered the higher total return (17.6% a year). The table above breaks down fees, returns, income and risk for each.
BGBL has the lower management fee at 0.08% a year, versus IHWL 0.15%.
Over the past 3 years, IHWL has delivered the higher total return at 17.6% a year. Past performance is not a reliable indicator of future returns.
IHWL pays the higher at 5.65%. 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.