*Official* Vanguard FTSE All-World UCITS ETF (USD) ETF (VWRD.LSE)

IndianChief

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*Official* Vanguard FTSE All-World UCITS ETF (USD) (VWRD.LSE)

Investment Objective

This Fund seeks to provide long-term growth of capital by tracking the performance of the FTSE All-World Index, a market-capitalisation weighted index of common stocks of large and mid cap companies in developed and emerging countries. The Fund employs a “passive management” – or indexing – investment approach, through physical acquisition of securities, designed to track the performance of the Index, a free float adjusted market capitalisation weighted index. The Fund will invest in a portfolio of equity securities that so far as possible and practicable consists of a representative sample of the component securities of the Index.

Returns
Trailing Returns 11/05/2016
YTD 1.91
3 Years Annualised 6.33
5 Years Annualised NA
10 Years Annualised NA
12 Month Yield 2.06
Dividend Paying Frequency Quarterly

Chart

GxfQeFZ.jpg


Top 10 Holdings

Zrvmv4a.jpg
 
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Perisher

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Looks like mostly US counter... The top 10 doesn't even account for 20% of it's holdings so hard to see what else moves it.

Judging from the graph above, it's quite in line with DJIA.
 

Franzz

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Support support, I'm vested. Chose this over IWDA for the dividends as I don't want to sell my shares to unlock their value when I retire. I also like the EMs exposure.

For this ETF, US stock is like 50%+. EMs is like 6-7%? Singapore shares is like 0.15%. Numbers off my head la, last read it few weeks back.
 

IndianChief

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Support support, I'm vested. Chose this over IWDA for the dividends as I don't want to sell my shares to unlock their value when I retire. I also like the EMs exposure.

For this ETF, US stock is like 50%+. EMs is like 6-7%? Singapore shares is like 0.15%. Numbers off my head la, last read it few weeks back.

Yup.. It's gloibal exposure... Not the etfs fault that USA does indeed control the global economy

I myself have been thinking abt iwda.. After all making big gains in the long term requires reinvestment... Somits whether I get iwda and auto reinvest or stick with vwrd and manually reinvest dividends
 

Franzz

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Yup.. It's gloibal exposure... Not the etfs fault that USA does indeed control the US economy

I myself have been thinking abt iwda.. After all making big gains in the long term requires reinvestment... Somits whether I get iwda and auto reinvest or stick with vwrd and manually reinvest dividends
VWRD and IWDA is like apple and orange. VWRD is global market, IWDA is developed market only, imo very different product. You are better off buying VUSD, which is SP500 ETF, instead of IWDA as their returns are very similar.

Ps: I am vested in VUSD. I love it for the liquidity.
 

IndianChief

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VWRD and IWDA is like apple and orange. VWRD is global market, IWDA is developed market only, imo very different product. You are better off buying VUSD, which is SP500 ETF, instead of IWDA as their returns are very similar.

Ps: I am vested in VUSD. I love it for the liquidity.

Vusd is pure USA exposure... Not ideal if u r looking for global exposure
 

raven.tw

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What about IWDA?

IDWA reinvest dividends; VWRD doesn't.
IDWA doesn't have EM components, VWRD has.

IDWA TER 20%?
VWRD TER 25%

I think both are consider global market index, just with or without EM component. But with the EM component, is it worth that extra cost? is the cost justifiable with the returns ( most cases, returns don't justify cost)?

One more question (out of topic, but I hope I get a reply though).
Is it feasible to hold two global index, one that covers global market (may or may not have EM) and another that covers US markets only (like the S&P 500)
 
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IndianChief

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What about IWDA?

IDWA reinvest dividends; VWRD doesn't.
IDWA doesn't have EM components, VWRD has.

IDWA TER 20%?
VWRD TER 25%

I think both are consider global market index, just with or without EM component. But with the EM component, is it worth that extra cost? is the cost justifiable with the returns ( most cases, returns don't justify cost)?

One more question (out of topic, but I hope I get a reply though).
Is it feasible to hold two global index, one that covers global market (may or may not have EM) and another that covers US markets only (like the S&P 500)


i think bulk of the s&p500 companies will already be in the global markets index.. the charts should be pretty similar
 

IndianChief

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Chief just jiaked another 10 shares of this baby today

Total count 53 shares
 
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limster

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Chief just jiaked another 10 shares of this baby today

Total count 53 shared

Are you using SCB to buy VWRD? You'll encounter big problems with the US$ dividend once their minimum comm takes effect.

I am selling off all my SCB ETFs that declare dividend and concentrating the sales proceeds on ETFs that reinvest dividends (including IWDA). Luckily the downturn helped me, after selling and buying 3 days later, I could buy at a lower price.
 

IndianChief

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Are you using SCB to buy VWRD? You'll encounter big problems with the US$ dividend once their minimum comm takes effect.

I am selling off all my SCB ETFs that declare dividend and concentrating the sales proceeds on ETFs that reinvest dividends (including IWDA). Luckily the downturn helped me, after selling and buying 3 days later, I could buy at a lower price.

nvm lah... the dividends juz rollover and combine with the next DCA ammount

iwda got no emerging markets.. so abit not global exposure
 
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hyperbole

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What about IWDA?

IDWA reinvest dividends; VWRD doesn't.
IDWA doesn't have EM components, VWRD has.

IDWA TER 20%?
VWRD TER 25%

I think both are consider global market index, just with or without EM component. But with the EM component, is it worth that extra cost? is the cost justifiable with the returns ( most cases, returns don't justify cost)?

One more question (out of topic, but I hope I get a reply though).
Is it feasible to hold two global index, one that covers global market (may or may not have EM) and another that covers US markets only (like the S&P 500)

any idea where to find the dividend reinvested info on iwda?
 

IndianChief

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Chief thought of selling all his VWRD and convert to IWDA

but the commissions will cost USD 12 each for the buy/sell trades

holly mosses

:eek:
 
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ktyandkyc

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some that prefer having more US stocks exposure (or lesser of the rest of the world exposure) can take VUSA (60%), VWRD (40%) to tilt the favour towards US stocks.

The good thing about dividend reinvestment feature in the ETF is that you could save up on the cost of reinvesting dividends but i still prefer VWRD because i could use the dividend to buy other stuff like emerging market index or bond index
 
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