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Compare AU
Compare AUST 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 Betashares Managed Risk Australian Shares Complex ETF (AUST) 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
AUST | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 15 |
Median incremental investment | $506.85 | $587.77 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,970.08 | $1,138.86 |
Average age group | < 26 | > 35 |
Key Summary
AUST | WCMQ | |
|---|---|---|
Strategy | AUST.AX was created on 2015-11-09 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the Fund is: to provide exposure to a broadly diversified portfolio of Australian shares, generally consisting of approximately 200 of the largest equity securities on the ASX, weighted by their market capitalisation, and to reduce the volatility of the Funds equity investment returns and cushion downside risk | 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 | SPI 200 FUTURES DEC26 (0 %) BHP GROUP LTD (11.52 %) COMMONWEALTH BANK OF AUSTRALIA (9.30 %) | Taiwan Semiconductor Manufacturing Co Ltd ADR (6.68 %) SK Square (5.46 %) Siemens Energy AG Ordinary Shares (5.45 %) |
Top 3 industries | Financials (32.75 %) Materials (18.08 %) Health Care (8.38 %) | Information Technology (31.16 %) Industrials (20.49 %) Financials (19.21 %) |
Top 3 countries | Australia (95.40 %) United States (3.05 %) New Zealand (0.60 %) | United States (58.40 %) United Kingdom of Great Britain and Northern Ireland (8.69 %) Germany (7.88 %) |
Management fee | 0.49 % | 1.25 % |
Key Summary
AUST | WCMQ | |
|---|---|---|
Issuer | BetaShares | WCM |
Tracking index | S&P/ASX 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.49 % | 1.25 % |
Price | $17.78 | $10.16 |
Size | $27.198 million | $385.630 million |
10Y return | 16.82 % | N/A |
Annual distribution yield (5Y) | 3.64 % | 13.19 % |
Market | ASX | ASX |
First listed date | 10/11/2015 | 03/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AUST | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 15 |
Median incremental investment | $506.85 | $587.77 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,970.08 | $1,138.86 |
Average age group | < 26 | > 35 |
Pros and Cons
AUST | WCMQ | |
|---|---|---|
Pros |
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Cons |
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AUST | WCMQ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |