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Compare WCMQ vs. ADEF

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

WCM Quality Global Growth Fund (Quoted Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are WCMQ and ADEF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

WCMQ

ADEF

Popularity

Low

N/A

Pearlers invested

1

0

Median incremental investment

$1,006.22

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,478.02

$0

Average age group

> 35

N/A


Key Summary

WCMQ

ADEF

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.

N/A

Top 3 holdings

AppLovin Corp Ordinary Shares - Class A (6.22 %)

GE Aerospace (4.72 %)

Amazon.com Inc (4.70 %)

Apostle Dundas Global Equity Classd (Managed Fund) (100 %)

Top 3 industries

Information Technology (31.52 %)

Other (17.50 %)

Health Care (17.32 %)

Top 3 countries

United States (71.21 %)

Canada (4.84 %)

Denmark (4.43 %)

Management fee

1.25 %

0 %


Key Summary

WCMQ

ADEF

Issuer

WCM

Tracking index

Asset class

ETF

Stock

Management fee

1.25 %

0 %

Price

$11.03

$6.13

Size

$383.482 million

N/A

10Y return

N/A

N/A

Annual distribution/โ€Šdividend yield (5Y)

3.86 %

0.28 %

Market

ASX

ASX

First listed date

03/09/2018

23/02/2021

Purchase fee

$6.50

$6.50


Community Stats

WCMQ

ADEF

Popularity

Low

N/A

Pearlers invested

1

0

Median incremental investment

$1,006.22

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,478.02

$0

Average age group

> 35

N/A


Pros and Cons

WCMQ

ADEF

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

WCMQ

ADEF

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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