At a glance
Side-by-side comparison
| Metric |
VHY
Vanguard Australian Shares High Yield ETF
|
WDIV
State Street SPDR S&P Global Dividend ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
Vanguard
|
State Street
|
| Tracks index |
FTSE Australia High Dividend Yield Index
|
S&P Global Dividend Aristocrats Index
|
| Categories |
AU, Dividend
|
Intl, Dividend
|
| Listed since |
2011 (15 yrs)
|
2013 (13 yrs)
|
| Fund size (AUM) |
$8bn
|
$396m
|
| Cost & income | ||
| Management fee |
0.25%
|
0.35%
|
| Dividend yield |
3.47%
|
10.37%
|
| Franking |
85%
|
0%
|
| Turnover |
20%
|
35%
|
| Tax drag | 0.73% | 4.16% |
| Returns |
Tax bracket
|
|
| 1-year return |
17.9%
net
|
12.9%
net
|
| 3-year return |
14.4%
net
|
15.2%
net
|
| 5-year return |
11.5%
net
|
10%
net
|
| 10-year return |
10.2%
net
|
8%
net
|
| Risk | ||
| Volatility (3y) |
9.5%
|
7.7%
|
| Volatility (5y) |
11.7%
|
8%
|
| Volatility (10y) |
13.4%
|
10.7%
|
| Sharpe ratio (3y) |
1.04
|
1.36
|
| Sharpe ratio (5y) |
0.72
|
0.84
|
| Sharpe ratio (10y) |
0.63
|
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 5 years (35th of 188 ETFs we track).
- Low-cost: a 0.25% management fee keeps more of the return in your pocket.
- Cheaper alternatives exist: IOZ, VAS, and SYI.
- Low-cost: a 0.35% management fee keeps more of the return in your pocket.
- High 10.37% income yield — good for investors who want regular cash flow.
- Cheaper alternatives exist: VGS, SYI, and IHD.
Frequently Asked Questions
VHY and WDIV are 2 Australian-listed ETFs we compare side by side. VHY carries the lower management fee (0.25%). Over 10 years, VHY has delivered the higher total return (10.2% a year). The table above breaks down fees, returns, income and risk for each.
VHY has the lower management fee at 0.25% a year, versus WDIV 0.35%.
Over the past 10 years, VHY has delivered the higher total return at 10.2% a year. Past performance is not a reliable indicator of future returns.
WDIV pays the higher at 10.37%. Remember distributions are taxed each year at your marginal rate.
VHY is the larger fund by assets ($8bn). 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.