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Compare RSM 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 Russell Investments Australian Semi-Government Bond ETF (RSM) and the WCM Quality Global Growth Fund - Active ETF (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 | 12 |
Median incremental investment | $0 | $583.00 |
Median investment frequency | N/A | Quarterly |
Median total investment | $0 | $1,044.36 |
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 | South Australian Government Financing Authority 4.5% (9.00 %) | AppLovin Corp Ordinary Shares - Class A (9.36 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (4.95 %) Siemens Energy AG Ordinary Shares (4.74 %) |
Top 3 industries | Information Technology (31.16 %) Industrials (20.49 %) Financials (19.21 %) | |
Top 3 countries | United States (58.40 %) United Kingdom of Great Britain and Northern Ireland (8.69 %) Germany (7.88 %) | |
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 | $20.55 | $9.67 |
Size | $60.395 million | $385.630 million |
10Y return | -1.30 % | N/A |
Annual distribution yield (5Y) | 2.15 % | 11.81 % |
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 | 12 |
Median incremental investment | $0 | $583.00 |
Median investment frequency | N/A | Quarterly |
Median total investment | $0 | $1,044.36 |
Average age group | N/A | > 35 |
Pros and Cons
RSM | WCMQ | |
|---|---|---|
Pros |
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Cons |
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RSM | WCMQ |
|---|---|
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 |