At a glance
Side-by-side comparison
| Metric |
WXOZ
State Street SPDR S&P World ex Australia Carbon Aware ETF
|
IWLD
iShares Core MSCI World ex Australia ESG ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
State Street
|
iShares
|
| Tracks index |
—
|
MSCI World ex Australia Custom ESG Select Index
|
| Categories |
Intl, Large-Cap, Market-Cap, ESG
|
Intl, ESG
|
| Listed since |
—
|
2020 (6 yrs)
|
| Fund size (AUM) |
$854m
|
$2bn
|
| Cost & income | ||
| Management fee |
0.07%
|
0.15%
|
| Dividend yield |
5.88%
|
1.34%
|
| Franking |
0%
|
0%
|
| Turnover |
—
|
15%
|
| Tax drag | 1.88% | 0.79% |
| Returns |
Tax bracket
|
|
| 1-year return |
7.5%
net
|
10.2%
net
|
| 3-year return |
17.7%
net
|
18.5%
net
|
| 5-year return |
11.8%
net
|
13.1%
net
|
| 10-year return |
13.4%
net
|
14.2%
net
|
| Risk | ||
| Volatility (3y) |
9.2%
|
10.3%
|
| Volatility (5y) |
10.8%
|
12%
|
| Volatility (10y) |
10.7%
|
11.6%
|
| Sharpe ratio (3y) |
1.39
|
1.31
|
| Sharpe ratio (5y) |
0.78
|
0.82
|
| Sharpe ratio (10y) |
1.02
|
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
- 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.
- Top-14% returns over 5 years (27th of 189 ETFs we track).
- Low-cost: a 0.15% management fee keeps more of the return in your pocket.
- Cheaper alternatives exist: BGBL and EXUS.
Frequently Asked Questions
WXOZ and IWLD are 2 Australian-listed ETFs we compare side by side. WXOZ carries the lower management fee (0.07%). Over 10 years, IWLD has delivered the higher total return (14.2% a year). The table above breaks down fees, returns, income and risk for each.
WXOZ has the lower management fee at 0.07% a year, versus IWLD 0.15%.
Over the past 10 years, IWLD has delivered the higher total return at 14.2% a year. Past performance is not a reliable indicator of future returns.
WXOZ pays the higher at 5.88%. Remember distributions are taxed each year at your marginal rate.
IWLD is the larger fund by assets ($2bn). 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.