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Compare WCMQ vs. ADEF
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 Apostle Dundas Gbl Eqty Fund - Class D Active ETF (ADEF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WCMQ | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 3 | 0 |
Median incremental investment | $1,006.22 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,295.78 | $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. | ADEF.AX was created on 2021-02-24 by Apostle. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to deliver Long-Term dividend growth and capital appreciation. The target is to exceed the MSCI All Country World ex Australia Index by 2.5% p.a. after all fees and expenses on a rolling 5 year basis. |
Top 3 holdings | AppLovin Corp Ordinary Shares - Class A (7.27 %) 3i Group Ord (4.65 %) Amazon.com Inc (4.65 %) | WR Berkley Corp (3.81 %) W.W. Grainger Inc (3.55 %) Microsoft Corp (3.36 %) |
Top 3 industries | Financials (27.78 %) Information Technology (25.19 %) Consumer Discretionary (11.34 %) | Financials (40.91 %) Industrials (20.87 %) Information Technology (20.19 %) |
Top 3 countries | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | |
Management fee | 1.25 % | 0 % |
Key Summary
WCMQ | ADEF | |
|---|---|---|
Issuer | WCM | Apostle |
Tracking index | MSCI All Country World ex-Australia Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0 % |
Price | $9.67 | $6.04 |
Size | $405.688 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 7.36 % | 0.33 % |
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 | 3 | 0 |
Median incremental investment | $1,006.22 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,295.78 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
WCMQ | ADEF | |
|---|---|---|
Pros |
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Cons |
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WCMQ | ADEF |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |