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Compare WCMQ vs. AASF
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 Airlie Australian Share Fund - Active ETF (AASF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WCMQ | AASF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 11 |
Median incremental investment | $583.00 | $1,468.75 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $1,209.54 | $1,320.12 |
Average age group | > 35 | 26 - 35 |
Key Summary
WCMQ | AASF | |
|---|---|---|
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. | AASF.AX was created on 2018-06-01 by Airlie. The fund's investment portfolio concentrates primarily on total market equity. The Funds primary objective is to provide long-term capital growth and regular income through investment in Australian equities. |
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 %) | BHP Group Ltd (10.77 %) CSL Ltd (6.36 %) Commonwealth Bank of Australia (6.35 %) |
Top 3 industries | Information Technology (31.16 %) Industrials (20.49 %) Financials (19.21 %) | Materials (24.59 %) Financials (21.58 %) Health Care (20.30 %) |
Top 3 countries | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | |
Management fee | 1.25 % | 0.78 % |
Key Summary
WCMQ | AASF | |
|---|---|---|
Issuer | WCM | Airlie |
Tracking index | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.78 % |
Price | $10.60 | $3.84 |
Size | $385.630 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 11.81 % | 3.63 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 03/06/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WCMQ | AASF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 11 |
Median incremental investment | $583.00 | $1,468.75 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $1,209.54 | $1,320.12 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WCMQ | AASF | |
|---|---|---|
Pros |
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Cons |
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WCMQ | AASF |
|---|---|
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 |