Compare AU
Compare MOAT 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 Morningstar US 'Wide Moat' (MOAT) 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
MOAT | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 523 | 1 |
Median incremental investment | $1,000.00 | $1,006.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,439.49 | $1,455.24 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | WCMQ | |
|---|---|---|
Strategy | The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes. | 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 | Salesforce Inc (3.26 %) Bristol-Myers Squibb Co (2.95 %) Autodesk Inc (2.90 %) | AppLovin Corp Ordinary Shares - Class A (6.22 %) GE Aerospace (4.72 %) Amazon.com Inc (4.70 %) |
Top 3 industries | Other (23.89 %) Health Care (21.03 %) Information Technology (20.60 %) | Information Technology (31.52 %) Other (17.50 %) Health Care (17.32 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) |
Management fee | 0.49 % | 1.25 % |
Key Summary
MOAT | WCMQ | |
|---|---|---|
Issuer | VanEck | WCM |
Tracking index | Morningstar Wide Moat Focus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.49 % | 1.25 % |
Price | $134.09 | $10.86 |
Size | $1.007 billion | $383.482 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.81 % | 3.86 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 03/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 523 | 1 |
Median incremental investment | $1,000.00 | $1,006.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,439.49 | $1,455.24 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | WCMQ | |
|---|---|---|
Pros |
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Cons |
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MOAT | WCMQ |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |