Compare AU
Compare IMPQ 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 Better Future Fund (IMPQ) 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
IMPQ | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 631 | 1 |
Median incremental investment | $600.00 | $1,006.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,008.91 | $1,482.04 |
Average age group | 26 - 35 | > 35 |
Key Summary
IMPQ | WCMQ | |
|---|---|---|
Strategy | IMPQ.AX was created on 2021-09-29 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to deliver long-term capital growth predominately through investments in Australian and New Zealand listed smaller and mid-cap companies that are Better Future Investments. | 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 | Meridian Energy Ltd (5.73 %) AUB Group Ltd (5.36 %) Chorus Ltd (4.95 %) | AppLovin Corp Ordinary Shares - Class A (6.22 %) GE Aerospace (4.72 %) Amazon.com Inc (4.70 %) |
Top 3 industries | Financials (28.54 %) Real Estate (19.45 %) Other (16.81 %) | Information Technology (31.52 %) Other (17.50 %) Health Care (17.32 %) |
Top 3 countries | Australia (85.40 %) New Zealand (13.59 %) United States (1.01 %) | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) |
Management fee | 0.99 % | 1.25 % |
Key Summary
IMPQ | WCMQ | |
|---|---|---|
Issuer | Perennial | WCM |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.99 % | 1.25 % |
Price | $4.94 | $10.86 |
Size | N/A | $383.482 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.05 % | 3.86 % |
Market | ASX | ASX |
First listed date | 23/05/2019 | 03/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IMPQ | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 631 | 1 |
Median incremental investment | $600.00 | $1,006.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,008.91 | $1,482.04 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IMPQ | WCMQ | |
|---|---|---|
Pros |
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Cons |
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IMPQ | 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 |