Compare AU
Compare USD 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 BetaShares U.S. Dollar ETF (USD) 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
USD | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $1,978.27 | $1,006.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,036.10 | $1,467.30 |
Average age group | > 35 | > 35 |
Key Summary
USD | WCMQ | |
|---|---|---|
Strategy | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ the Fund is designed to go up 10% too, before fees and expenses. Conversely, the Fund will go down if the U.S. dollar falls. | 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 | AUD - AUSTRALIA DOLLAR (0.00 %) | AppLovin Corp Ordinary Shares - Class A (8.52 %) Amazon.com Inc (5.14 %) 3i Group Ord (4.26 %) |
Top 3 industries | Other (99.98 %) Communication Services (0.00 %) | Information Technology (35.82 %) Other (18.60 %) Health Care (17.32 %) |
Top 3 countries | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | |
Management fee | 0.45 % | 1.25 % |
Key Summary
USD | WCMQ | |
|---|---|---|
Issuer | BetaShares | WCM |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.45 % | 1.25 % |
Price | $15.94 | $10.95 |
Size | $83.399 million | $400.780 million |
10Y return | 32.61 % | N/A |
Annual distribution yield (5Y) | 1.74 % | 3.86 % |
Market | ASX | ASX |
First listed date | 01/02/2011 | 03/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USD | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $1,978.27 | $1,006.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,036.10 | $1,467.30 |
Average age group | > 35 | > 35 |
Pros and Cons
USD | WCMQ | |
|---|---|---|
Pros |
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Cons |
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USD | 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 |