Compare AU
Compare QUAL 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 MSCI Global 'Quality' (ex-AUS) (QUAL) 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
QUAL | WCMQ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,281 | 1 |
Median incremental investment | $856.21 | $1,006.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,416.78 | $1,455.24 |
Average age group | > 35 | > 35 |
Key Summary
QUAL | WCMQ | |
|---|---|---|
Strategy | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. | 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 | Apple Inc (5.44 %) Meta Platforms Inc Class A (5.28 %) Microsoft Corp (5.15 %) | AppLovin Corp Ordinary Shares - Class A (6.22 %) GE Aerospace (4.72 %) Amazon.com Inc (4.70 %) |
Top 3 industries | Information Technology (42.60 %) Health Care (21.41 %) Communication Services (21.39 %) | Information Technology (31.52 %) Other (17.50 %) Health Care (17.32 %) |
Top 3 countries | United States (77.74 %) Switzerland (4.98 %) United Kingdom of Great Britain and Northern Ireland (4.22 %) | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) |
Management fee | 0.4 % | 1.25 % |
Key Summary
QUAL | WCMQ | |
|---|---|---|
Issuer | VanEck | WCM |
Tracking index | MSCI World ex Australia Quality Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 1.25 % |
Price | $58.80 | $10.81 |
Size | $6.842 billion | $383.482 million |
10Y return | 258.97 % | N/A |
Annual distribution yield (5Y) | 1.85 % | 3.86 % |
Market | ASX | ASX |
First listed date | 31/10/2014 | 03/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUAL | WCMQ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,281 | 1 |
Median incremental investment | $856.21 | $1,006.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,416.78 | $1,455.24 |
Average age group | > 35 | > 35 |
Pros and Cons
QUAL | WCMQ | |
|---|---|---|
Pros |
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Cons |
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QUAL | WCMQ |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |