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Compare ALPH 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Schroder Global Equity Alpha Fund - Active ETF (ALPH) and the WCM Quality Global Growth Fund - Active ETF (WCMQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ALPH | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 14 |
Median incremental investment | $1,309.00 | $587.77 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,231.65 | $1,085.15 |
Average age group | 26 - 35 | > 35 |
Key Summary
ALPH | WCMQ | |
|---|---|---|
Strategy | ALPH.AX was created on 2024-12-04 by Schroder. The fund's investment portfolio concentrates primarily on total market equity. To provide capital growth in excess of the MSCI All Country World Index (Net TR) Index before fees over a three to five year period by investing in equities of companies worldwide. | 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 | NVIDIA Corp (6.06 %) Alphabet Inc Class A (5.29 %) Microsoft Corp (4.01 %) | AppLovin Corp Ordinary Shares - Class A (9.36 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (4.95 %) Siemens Energy AG Ordinary Shares (4.74 %) |
Top 3 industries | Information Technology (31.16 %) Industrials (20.49 %) Financials (19.21 %) | |
Top 3 countries | United States (67.41 %) United Kingdom of Great Britain and Northern Ireland (8.70 %) Japan (4.46 %) | United States (58.40 %) United Kingdom of Great Britain and Northern Ireland (8.69 %) Germany (7.88 %) |
Management fee | 0 % | 1.25 % |
Key Summary
ALPH | WCMQ | |
|---|---|---|
Issuer | Schroder | WCM |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 1.25 % |
Price | $10.71 | $9.91 |
Size | N/A | $385.630 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.54 % | 13.37 % |
Market | ASX | ASX |
First listed date | 08/12/2024 | 03/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALPH | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 14 |
Median incremental investment | $1,309.00 | $587.77 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,231.65 | $1,085.15 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ALPH | WCMQ | |
|---|---|---|
Pros |
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Cons |
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ALPH | WCMQ |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |