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Compare SUBD 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, shares and ETFs are a popular choice. Two options in the ASX are SUBD and WCMQ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SUBD | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 10 |
Median incremental investment | $9,972.75 | $578.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $15,724.35 | $829.60 |
Average age group | > 35 | > 35 |
Key Summary
SUBD | WCMQ | |
|---|---|---|
Strategy | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 2955.59m in AUM and 38 holdings. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of the Index. | 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 | VanEck Australian Subordinated Debt ETF (100 %) | AppLovin Corp Ordinary Shares - Class A (11.40 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (4.48 %) Saab AB Class B (4.43 %) |
Top 3 industries | Information Technology (31.16 %) Industrials (20.49 %) Financials (19.21 %) | |
Top 3 countries | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | |
Management fee | 0.29 % | 1.25 % |
Key Summary
SUBD | WCMQ | |
|---|---|---|
Issuer | VanEck | WCM |
Tracking index | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.29 % | 1.25 % |
Price | $25.26 | $10.37 |
Size | $3.105 billion | $387.470 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 3.27 % | 10.29 % |
Market | ASX | ASX |
First listed date | 30/10/2019 | 03/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SUBD | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 10 |
Median incremental investment | $9,972.75 | $578.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $15,724.35 | $829.60 |
Average age group | > 35 | > 35 |
Pros and Cons
SUBD | WCMQ | |
|---|---|---|
Pros |
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Cons |
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SUBD | 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 |