Grow it · ETFs

WXOZ vs BGBL

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

At a glance

Comparing WXOZ and BGBL. WXOZ has the lower management fee at 0.07% a year, BGBL has the higher 3 years return at 18.9% a year, and WXOZ offers the higher at 5.88%.
Lower fee
WXOZ 0.07% p.a.
Higher 3 years return
BGBL 18.9% p.a.
Higher yield
WXOZ 5.88%
Higher risk-adjusted
BGBL Sharpe 1.47 (3y)
Lower volatility
WXOZ 9.2% (3y)
Larger fund
BGBL $5.5bn

Side-by-side comparison

Metric WXOZ
State Street SPDR S&P World ex Australia Carbon Aware ETF
BGBL
BetaShares Global Shares ETF
Snapshot
Provider
State Street
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)
$854m
$5.5bn
Cost & income
Management fee
0.07%
0.08%
Dividend yield
5.88%
1.14%
Franking
0%
0%
Turnover
—
5%
Tax drag 1.88% 0.48%
Returns
Tax bracket
1-year return
7.5%
net
10.2%
net
3-year return
17.7%
net
18.9%
net
5-year return
11.8%
net
—
10-year return
13.4%
net
—
Risk
Volatility (3y)
9.2%
9.4%
Volatility (5y)
10.8%
—
Volatility (10y)
10.7%
—
Sharpe ratio (3y)
1.39
1.47
Sharpe ratio (5y)
0.78
—
Sharpe ratio (10y)
1.02
—
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

WXOZ State Street SPDR S&P World ex Australia Carbon Aware ETF
  • Top-18% returns over 10 years (20th of 110 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.
BGBL BetaShares Global Shares ETF
  • Top-20% returns over 3 years (47th of 236 ETFs we track).
  • Low-cost: a 0.08% management fee keeps more of the return in your pocket.

Frequently Asked Questions

What's the difference between WXOZ vs BGBL?

WXOZ and BGBL 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 (18.9% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - WXOZ vs BGBL?

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

Which has performed higher - WXOZ vs BGBL?

Over the past 3 years, BGBL has delivered the higher total return at 18.9% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

WXOZ pays the higher at 5.88%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

BGBL is the larger fund by assets ($5.5bn). 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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