Compare AU
Compare IUSG 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 U.S. Treasury Bond (Aud Hedged) ETF (IUSG) 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
IUSG | WCMQ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 2 |
Median incremental investment | $0 | $1,003.11 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,044.33 |
Average age group | N/A | > 35 |
Key Summary
IUSG | WCMQ | |
|---|---|---|
Strategy | IUSG.AX was created on 2023-09-19 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of the ICE U.S. Treasury Core Bond AUD Hedged 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 | iShares $ Treasury Bond ETF AUD H Dist (100.00 %) | AppLovin Corp Ordinary Shares - Class A (8.52 %) Amazon.com Inc (5.14 %) 3i Group Ord (4.26 %) |
Top 3 industries | Information Technology (35.82 %) Other (18.60 %) Health Care (17.32 %) | |
Top 3 countries | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | |
Management fee | 0.26 % | 1.25 % |
Key Summary
IUSG | WCMQ | |
|---|---|---|
Issuer | iShares | WCM |
Tracking index | ICE U.S. Treasury Core Bond Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 1.25 % |
Price | $100.67 | $11.29 |
Size | $11.510 million | $400.780 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.67 % | 3.86 % |
Market | ASX | ASX |
First listed date | 21/09/2023 | 03/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IUSG | WCMQ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 2 |
Median incremental investment | $0 | $1,003.11 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,044.33 |
Average age group | N/A | > 35 |
Pros and Cons
IUSG | WCMQ | |
|---|---|---|
Pros |
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Cons |
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IUSG | 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 |