Compare AU

Compare GROW vs. WCMQ

Compare shares and ETFs on the ASX that you can trade on Pearler.

Schroder Real Return (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are GROW and WCMQ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

GROW

WCMQ

Popularity

N/A

Low

Pearlers invested

0

1

Median incremental investment

$0

$1,006.22

Median investment frequency

N/A

Monthly

Median total investment

$0

$1,448.54

Average age group

N/A

> 35


Key Summary

GROW

WCMQ

Strategy

GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim

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

Schroder Real Return (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 (51.79 %)

Australia (19.91 %)

Japan (8.50 %)

United States (71.21 %)

Canada (4.84 %)

Denmark (4.43 %)

Management fee

0.84 %

1.25 %


Key Summary

GROW

WCMQ

Issuer

Schroder

WCM

Tracking index

Asset class

ETF

ETF

Management fee

0.84 %

1.25 %

Price

$3.86

$10.81

Size

$56.823 million

$383.482 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

3.83 %

3.86 %

Market

ASX

ASX

First listed date

16/08/2016

03/09/2018

Purchase fee

$6.50

$6.50


Community Stats

GROW

WCMQ

Popularity

N/A

Low

Pearlers invested

0

1

Median incremental investment

$0

$1,006.22

Median investment frequency

N/A

Monthly

Median total investment

$0

$1,448.54

Average age group

N/A

> 35


Pros and Cons

GROW

WCMQ

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Higher management fee

GROW

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

Lower distribution yield

Higher distribution yield

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