Compare AU

Compare RINC vs. WCMQ

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Mrtn Currie Rl Inc Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are RINC and WCMQ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

RINC

WCMQ

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$1,094.28

$1,006.22

Median investment frequency

Monthly

Monthly

Median total investment

$172.33

$1,478.02

Average age group

26 - 35

> 35


Key Summary

RINC

WCMQ

Strategy

RINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 54.53m in AUM and 41 holdings. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation.

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

BetaShares Mrtn Currie Rl Inc Fund (Managed Fund) (100 %)

AppLovin Corp Ordinary Shares - Class A (6.22 %)

GE Aerospace (4.72 %)

Amazon.com Inc (4.70 %)

Top 3 industries

Information Technology (31.52 %)

Other (17.50 %)

Health Care (17.32 %)

Top 3 countries

Australia (67.74 %)

New Zealand (11.82 %)

United States (6.44 %)

United States (71.21 %)

Canada (4.84 %)

Denmark (4.43 %)

Management fee

0.85 %

1.25 %


Key Summary

RINC

WCMQ

Issuer

BetaShares

WCM

Tracking index

S&P ASX 200

Asset class

ETF

ETF

Management fee

0.85 %

1.25 %

Price

$9.07

$11.03

Size

$54.769 million

$383.482 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

4.14 %

3.86 %

Market

ASX

ASX

First listed date

19/02/2018

03/09/2018

Purchase fee

$6.50

$6.50


Community Stats

RINC

WCMQ

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$1,094.28

$1,006.22

Median investment frequency

Monthly

Monthly

Median total investment

$172.33

$1,478.02

Average age group

26 - 35

> 35


Pros and Cons

RINC

WCMQ

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

RINC

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

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