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Compare BBFD 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 Geared Short Us Tr Bond Ch Complex ETF (BBFD) 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
BBFD | WCMQ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 10 |
Median incremental investment | $0 | $578.00 |
Median investment frequency | N/A | Quarterly |
Median total investment | $0 | $828.00 |
Average age group | N/A | > 35 |
Key Summary
BBFD | 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 | US 10YR ULTRA FUT DEC25 (0 %) AUD - AUSTRALIA DOLLAR (95.32 %) USD - UNITED STATES DOLLAR (4.68 %) | AppLovin Corp Ordinary Shares - Class A (11.40 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (4.48 %) Saab AB Class B (4.43 %) |
Top 3 industries | Information Technology (31.16 %) Industrials (20.49 %) Financials (19.21 %) | |
Top 3 countries | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | |
Management fee | 0 % | 1.25 % |
Key Summary
BBFD | WCMQ | |
|---|---|---|
Issuer | WCM | |
Tracking index | ||
Asset class | Stock | ETF |
Management fee | 0 % | 1.25 % |
Price | $18.44 | $10.17 |
Size | N/A | $387.470 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.20 % | 10.29 % |
Market | ASX | ASX |
First listed date | 05/12/2023 | 03/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBFD | WCMQ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 10 |
Median incremental investment | $0 | $578.00 |
Median investment frequency | N/A | Quarterly |
Median total investment | $0 | $828.00 |
Average age group | N/A | > 35 |
Pros and Cons
BBFD | WCMQ | |
|---|---|---|
Pros |
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Cons |
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BBFD | 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 |