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Compare AU
Compare ISO 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 iShares S&P/ASX Small Ordinaries ETF (ISO) and the WCM Quality Global Growth Fund - Active ETF (WCMQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISO | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 15 |
Median incremental investment | $893.50 | $583.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,615.42 | $1,037.34 |
Average age group | > 35 | > 35 |
Key Summary
ISO | WCMQ | |
|---|---|---|
Strategy | ISO.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 122.75m in AUM and 198 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the 200 largest Australian securities listed on the ASX. | 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 | LIONTOWN LTD (1.83 %) PALADIN ENERGY LTD (1.76 %) CODAN LTD (1.67 %) | Taiwan Semiconductor Manufacturing Co Ltd ADR (6.68 %) SK Square (5.46 %) Siemens Energy AG Ordinary Shares (5.45 %) |
Top 3 industries | Materials (22.03 %) Consumer Discretionary (14.34 %) Financials (13.22 %) | Information Technology (31.16 %) Industrials (20.49 %) Financials (19.21 %) |
Top 3 countries | Australia (88.79 %) United States (3.56 %) New Zealand (3.50 %) | United States (58.40 %) United Kingdom of Great Britain and Northern Ireland (8.69 %) Germany (7.88 %) |
Management fee | 0.55 % | 1.25 % |
Key Summary
ISO | WCMQ | |
|---|---|---|
Issuer | iShares | WCM |
Tracking index | S&P/ASX Small Ordinaries index | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 1.25 % |
Price | $5.24 | $10.14 |
Size | $129.497 million | $385.630 million |
10Y return | 18.28 % | N/A |
Annual distribution yield (5Y) | 4.15 % | 13.99 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 03/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISO | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 15 |
Median incremental investment | $893.50 | $583.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,615.42 | $1,037.34 |
Average age group | > 35 | > 35 |
Pros and Cons
ISO | WCMQ | |
|---|---|---|
Pros |
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Cons |
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ISO | 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 |
Higher distribution yield | Lower distribution yield |