At a glance
Side-by-side comparison
| Metric |
WXHG
State Street SPDR S&P World ex Australia Carbon Aware (Hedged) ETF
|
IHWL
iShares Core MSCI World ex Australia ESG (AUD Hedged) ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
State Street
|
iShares
|
| Tracks index |
—
|
—
|
| Categories |
Intl, Large-Cap, Market-Cap, ESG
|
Intl, Large-Cap, Market-Cap, ESG
|
| Listed since |
—
|
—
|
| Fund size (AUM) |
$398m
|
$1bn
|
| Cost & income | ||
| Management fee |
0.1%
|
0.15%
|
| Dividend yield |
7.11%
|
5.65%
|
| Franking |
0%
|
0%
|
| Turnover |
—
|
—
|
| Tax drag | 2.28% | 1.81% |
| Returns |
Tax bracket
|
|
| 1-year return |
17.9%
net
|
19.8%
net
|
| 3-year return |
16.9%
net
|
17.6%
net
|
| 5-year return |
10.2%
net
|
11.2%
net
|
| 10-year return |
11.9%
net
|
12.5%
net
|
| Risk | ||
| Volatility (3y) |
11.3%
|
12.5%
|
| Volatility (5y) |
14%
|
15.3%
|
| Volatility (10y) |
13.9%
|
14.7%
|
| Sharpe ratio (3y) |
1.08
|
1.04
|
| Sharpe ratio (5y) |
0.54
|
0.56
|
| Sharpe ratio (10y) |
0.73
|
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-20% returns over 1 year (62nd of 308 ETFs we track).
- Low-cost: a 0.1% 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.
- 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.
Frequently Asked Questions
WXHG and IHWL are 2 Australian-listed ETFs we compare side by side. WXHG carries the lower management fee (0.1%). Over 10 years, IHWL has delivered the higher total return (12.5% a year). The table above breaks down fees, returns, income and risk for each.
WXHG has the lower management fee at 0.1% a year, versus IHWL 0.15%.
Over the past 10 years, IHWL has delivered the higher total return at 12.5% a year. Past performance is not a reliable indicator of future returns.
WXHG pays the higher at 7.11%. Remember distributions are taxed each year at your marginal rate.
IHWL is the larger fund by assets ($1bn). 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.