Compare AU
Compare GPEQ 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 VanEck Global Listed Private Equity ETF (GPEQ) and the WCM Quality Global Growth Fund (Quoted Managed Fund) (WCMQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GPEQ | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 30 | 1 |
Median incremental investment | $795.59 | $1,006.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,986.71 | $1,455.24 |
Average age group | > 35 | > 35 |
Key Summary
GPEQ | WCMQ | |
|---|---|---|
Strategy | GPEQ.AX was created on 2021-11-23 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 39.71m in AUM and 51 holdings. GPEQ.AX gives investors a diversified portfolio of the 50 largest and most liquid global listed private equity companies. GPEQ.AX aims to provide investment returns before fees and other costs which track the performance of the Index. | 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 | Blackstone Inc (9.71 %) Apollo Global Management Inc Class A (9.28 %) KKR & Co Inc Ordinary Shares (9.23 %) | AppLovin Corp Ordinary Shares - Class A (6.22 %) GE Aerospace (4.72 %) Amazon.com Inc (4.70 %) |
Top 3 industries | Financials (100.00 %) | Information Technology (31.52 %) Other (17.50 %) Health Care (17.32 %) |
Top 3 countries | United States (70.14 %) Switzerland (8.64 %) Sweden (6.30 %) | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) |
Management fee | 0.65 % | 1.25 % |
Key Summary
GPEQ | WCMQ | |
|---|---|---|
Issuer | VanEck | WCM |
Tracking index | LPX 50 Index | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 1.25 % |
Price | $26.13 | $10.81 |
Size | $43.162 million | $383.482 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.49 % | 3.86 % |
Market | ASX | ASX |
First listed date | 24/11/2021 | 03/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GPEQ | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 30 | 1 |
Median incremental investment | $795.59 | $1,006.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,986.71 | $1,455.24 |
Average age group | > 35 | > 35 |
Pros and Cons
GPEQ | WCMQ | |
|---|---|---|
Pros |
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Cons |
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GPEQ | WCMQ |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |