Compare AU

Compare RSM vs. WCMQ

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

Russell Investments Australian Semi-Government Bond ETF

ASX

Buy

Buy

Overview
Performance

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 Russell Investments Australian Semi-Government Bond ETF (RSM) 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

RSM

WCMQ

Popularity

N/A

Low

Pearlers invested

0

1

Median incremental investment

$0

$1,006.22

Median investment frequency

N/A

Monthly

Median total investment

$0

$1,482.04

Average age group

N/A

> 35


Key Summary

RSM

WCMQ

Strategy

RSM.AX was created on 2012-03-08 by Russell. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide a total return before costs and tax, in line with the DBIQ 0-5 year Australian Semi-Government Bond Index over the long term.

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

New South Wales Treasury Corporation 3% (10.11 %)

Western Australian Treasury Corp. 3.25% (10.07 %)

Queensland Treasury Corporation 3.25% (10.02 %)

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

United States (71.21 %)

Canada (4.84 %)

Denmark (4.43 %)

Management fee

0.26 %

1.25 %


Key Summary

RSM

WCMQ

Issuer

Russell

WCM

Tracking index

DBIQ 0-5 year Australian Semi-Government Bond Index - AUD

Asset class

ETF

ETF

Management fee

0.26 %

1.25 %

Price

$20.27

$10.86

Size

$61.905 million

$383.482 million

10Y return

-2.74 %

N/A

Annual distribution yield (5Y)

1.45 %

3.86 %

Market

ASX

ASX

First listed date

13/03/2012

03/09/2018

Purchase fee

$6.50

$6.50


Community Stats

RSM

WCMQ

Popularity

N/A

Low

Pearlers invested

0

1

Median incremental investment

$0

$1,006.22

Median investment frequency

N/A

Monthly

Median total investment

$0

$1,482.04

Average age group

N/A

> 35


Pros and Cons

RSM

WCMQ

Pros

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

RSM

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

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