Compare AU

Compare USD vs. WCMQ

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

BetaShares U.S. Dollar 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 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

  • 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

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

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