Compare AU
Compare GIVE 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, shares and ETFs are a popular choice. Two options in the ASX are GIVE and WCMQ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GIVE | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $523.25 | $1,006.22 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $797.50 | $1,452.56 |
Average age group | 26 - 35 | > 35 |
Key Summary
GIVE | WCMQ | |
|---|---|---|
Strategy | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. | 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 | Perpetual Esg 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 | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | |
Management fee | 0.65 % | 1.25 % |
Key Summary
GIVE | WCMQ | |
|---|---|---|
Issuer | Perpetual | WCM |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 1.25 % |
Price | $3.19 | $10.84 |
Size | N/A | $383.482 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 5.50 % | 3.86 % |
Market | ASX | ASX |
First listed date | 28/11/2021 | 03/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GIVE | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $523.25 | $1,006.22 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $797.50 | $1,452.56 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GIVE | WCMQ | |
|---|---|---|
Pros |
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Cons |
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GIVE | WCMQ |
|---|---|
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 |