Compare AU
Compare ISLM 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 Hejaz Equities Fund (Managed Fund) (ISLM) 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
ISLM | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 2 |
Median incremental investment | $643.50 | $1,003.11 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,844.20 | $1,044.33 |
Average age group | 26 - 35 | > 35 |
Key Summary
ISLM | WCMQ | |
|---|---|---|
Strategy | ISLM.AX was created on 2020-10-17 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements- in the Benchmark over rolling 5 to 7 year timeframe through exposure to a diversified equities portfolio of shariah Compliant 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 | Pop Mart International Group Ltd Ordinary Shares (9.77 %) Air Products & Chemicals Inc (6.57 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (6.55 %) | AppLovin Corp Ordinary Shares - Class A (8.52 %) Amazon.com Inc (5.14 %) 3i Group Ord (4.26 %) |
Top 3 industries | Consumer Discretionary (25.47 %) Materials (20.90 %) Information Technology (18.97 %) | Information Technology (35.82 %) Other (18.60 %) Health Care (17.32 %) |
Top 3 countries | United States (39.31 %) Australia (26.55 %) China (10.94 %) | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) |
Management fee | 1.89 % | 1.25 % |
Key Summary
ISLM | WCMQ | |
|---|---|---|
Issuer | Hejaz | WCM |
Tracking index | MSCI World Islamic | |
Asset class | ETF | ETF |
Management fee | 1.89 % | 1.25 % |
Price | $1.17 | $11.29 |
Size | N/A | $400.780 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | - % | 3.86 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 03/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISLM | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 2 |
Median incremental investment | $643.50 | $1,003.11 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,844.20 | $1,044.33 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ISLM | WCMQ | |
|---|---|---|
Pros |
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Cons |
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ISLM | WCMQ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |