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Compare ETHI 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 Global Sustainability Leaders ETF (ETHI) 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
ETHI | WCMQ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,925 | 12 |
Median incremental investment | $790.50 | $583.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,079.44 | $1,060.56 |
Average age group | 26 - 35 | > 35 |
Key Summary
ETHI | WCMQ | |
|---|---|---|
Strategy | ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as “Climate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. | 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 | KRW - KOREAN WON (0 %) BROADCOM INC (6.65 %) NVIDIA CORP (5.92 %) | 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 (29.99 %) Other (25.75 %) Financials (16.96 %) | Information Technology (31.16 %) Industrials (20.49 %) Financials (19.21 %) |
Top 3 countries | United States (73.44 %) Japan (7.40 %) Netherlands (2.92 %) | United States (58.40 %) United Kingdom of Great Britain and Northern Ireland (8.69 %) Germany (7.88 %) |
Management fee | 0.59 % | 1.25 % |
Key Summary
ETHI | WCMQ | |
|---|---|---|
Issuer | BetaShares | WCM |
Tracking index | Nasdaq Future Global Sustainability Leaders Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.59 % | 1.25 % |
Price | $15.29 | $9.82 |
Size | $3.590 billion | $385.630 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.51 % | 11.81 % |
Market | ASX | ASX |
First listed date | 09/01/2017 | 03/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ETHI | WCMQ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,925 | 12 |
Median incremental investment | $790.50 | $583.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,079.44 | $1,060.56 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ETHI | WCMQ | |
|---|---|---|
Pros |
| |
Cons |
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ETHI | WCMQ |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |