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Compare AU
Compare SFY 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 State Street SPDR S&P/ASX 50 ETF (SFY) 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
SFY | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 13 |
Median incremental investment | $993.50 | $787.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,222.56 | $1,108.08 |
Average age group | > 35 | > 35 |
Key Summary
SFY | WCMQ | |
|---|---|---|
Strategy | SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 769.06m in AUM and 52 holdings. The Investment Objective of State Street SPDR S&P/ASX 50 ETF is to match the performance of its Index before fees and other costs. | 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 | Commonwealth Bank of Australia (13.35 %) BHP Group Ltd (12.40 %) National Australia Bank Ltd (6.64 %) | 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 | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) | Information Technology (31.16 %) Industrials (20.49 %) Financials (19.21 %) |
Top 3 countries | Australia (97.44 %) United States (2.56 %) | United States (58.40 %) United Kingdom of Great Britain and Northern Ireland (8.69 %) Germany (7.88 %) |
Management fee | 0.2 % | 1.25 % |
Key Summary
SFY | WCMQ | |
|---|---|---|
Issuer | SPDR | WCM |
Tracking index | S&P/ASX 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 1.25 % |
Price | $76.96 | $9.67 |
Size | $747.903 million | $385.630 million |
10Y return | 54.23 % | N/A |
Annual distribution yield (5Y) | 4.29 % | 11.81 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 03/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 13 |
Median incremental investment | $993.50 | $787.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,222.56 | $1,108.08 |
Average age group | > 35 | > 35 |
Pros and Cons
SFY | WCMQ | |
|---|---|---|
Pros |
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Cons |
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SFY | 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 |