Compare AU
Compare PLUS 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 VanEck Australian Corporate Bond Plus ETF (PLUS) 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
PLUS | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 2 |
Median incremental investment | $7,493.50 | $1,003.11 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,314.84 | $1,044.33 |
Average age group | > 35 | > 35 |
Key Summary
PLUS | WCMQ | |
|---|---|---|
Strategy | PLUS.AX was created on 2017-05-09 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 347.8m in AUM and 141 holdings. PLUS.AX invests in a diversified portfolio of Australian dollar denominated bonds consisting predominantly of the highest yielding investment grade corporate bonds issued in Australia with the aim of providing investment returns (before fees and other costs) that track the performance of the Markit iBoxx AUD Corporates Yield Plus 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 | Telstra Group Ltd. (2.18 %) Credit Agricole S.A. (1.75 %) AusNet Services Holdings Pty Ltd. (1.74 %) | 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 | 0.32 % | 1.25 % |
Key Summary
PLUS | WCMQ | |
|---|---|---|
Issuer | VanEck | WCM |
Tracking index | Markit iBoxx AUD Corporates Yield Plus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.32 % | 1.25 % |
Price | $16.96 | $11.29 |
Size | $347.256 million | $400.780 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.96 % | 3.86 % |
Market | ASX | ASX |
First listed date | 11/05/2017 | 03/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
PLUS | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 2 |
Median incremental investment | $7,493.50 | $1,003.11 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,314.84 | $1,044.33 |
Average age group | > 35 | > 35 |
Pros and Cons
PLUS | WCMQ | |
|---|---|---|
Pros |
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Cons |
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PLUS | 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 |