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Compare WCMQ vs. 29BB
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 WCM Quality Global Growth Fund - Active ETF (WCMQ) and the Betashares 2029 Fixed Term Corp Bond Active ETF (29BB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WCMQ | 29BB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 1 |
Median incremental investment | $583.50 | $10,000.00 |
Median investment frequency | Quarterly | Weekly |
Median total investment | $1,148.66 | $25,878.83 |
Average age group | > 35 | > 35 |
Key Summary
WCMQ | 29BB | |
|---|---|---|
Strategy | 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. | 29BB.AX was created on 2025-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with access to a diversified portfolio of fixed-rate, investment grade, Australian dollar denominated corporate bonds with maturity dates occurring between May 2028 and May 2029, inclusive |
Top 3 holdings | AppLovin Corp Ordinary Shares - Class A (9.36 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (4.95 %) Siemens Energy AG Ordinary Shares (4.74 %) | BANCO SANTANDER SA 5.796% JAN-29 (3.83 %) NSW ELECTRICITY NETWORKS 2.732% APR-29 (3.53 %) OPTUS FINANCE PTY LTD 2.6% NOV-28 (3.01 %) |
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 | 1.25 % | 0 % |
Key Summary
WCMQ | 29BB | |
|---|---|---|
Issuer | WCM | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.25 % | 0 % |
Price | $10.40 | $24.67 |
Size | $385.630 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 12.59 % | 2.34 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 01/05/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WCMQ | 29BB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 1 |
Median incremental investment | $583.50 | $10,000.00 |
Median investment frequency | Quarterly | Weekly |
Median total investment | $1,148.66 | $25,878.83 |
Average age group | > 35 | > 35 |
Pros and Cons
WCMQ | 29BB | |
|---|---|---|
Pros |
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Cons |
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WCMQ | 29BB |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |