Compare AU

Compare AASF vs. WCMQ

Compare shares and ETFs on the ASX that you can trade on Pearler.

Airlie Australian Share Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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/β€Šdistribution 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

  • Higher dividend/distribution yield

  • Exposure to more markets and sectors

  • Higher price growth

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

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

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