Compare AU
Compare AASF vs. WCMQ
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are AASF and WCMQ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AASF | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 1 |
Median incremental investment | $1,993.50 | $1,006.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,507.22 | $1,427.10 |
Average age group | 26 - 35 | > 35 |
Key Summary
AASF | WCMQ | |
|---|---|---|
Strategy | N/A | WCMQ.AX was created on 2018-09-03 by WCM. The fund's investment portfolio concentrates primarily on total market equity. To exceed the benchmark MSCI All Country World Index ex-Australia before taxes and fees over rolling three-year time periods, and to experience lower volatility than the benchmark. |
Top 3 holdings | Airlie Australian Share Fund (Managed Fund) (100 %) | AppLovin Corp Ordinary Shares - Class A (6.22 %) GE Aerospace (4.72 %) Amazon.com Inc (4.70 %) |
Top 3 industries | Information Technology (31.52 %) Other (17.50 %) Health Care (17.32 %) | |
Top 3 countries | ||
Management fee | 0 % | 1.25 % |
Key Summary
AASF | WCMQ | |
|---|---|---|
Issuer | WCM | |
Tracking index | ||
Asset class | Stock | ETF |
Management fee | 0 % | 1.25 % |
Price | $4.00 | $10.79 |
Size | N/A | $383.482 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.30 % | 3.86 % |
Market | ASX | ASX |
First listed date | 03/06/2020 | 03/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AASF | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 1 |
Median incremental investment | $1,993.50 | $1,006.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,507.22 | $1,427.10 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
AASF | WCMQ | |
|---|---|---|
Pros |
|
|
Cons |
|
|
AASF | WCMQ |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |