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Compare WCMQ vs. BHYB
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 Australian Major Bank Hybrids Index ETF (BHYB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WCMQ | BHYB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 9 |
Median incremental investment | $587.77 | $1,028.99 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $1,080.22 | $2,252.25 |
Average age group | > 35 | > 35 |
Key Summary
WCMQ | BHYB | |
|---|---|---|
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. | BHYB.AX was created on 2021-04-21 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Banking Preferred Shares Index (the Index), before taking into account fees and expenses. |
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 %) | NABPH (8.17 %) NABPI (6.94 %) WBCPM (6.13 %) |
Top 3 industries | Information Technology (31.16 %) Industrials (20.49 %) Financials (19.21 %) | Other (99.51 %) Communication Services (0.49 %) |
Top 3 countries | United States (58.40 %) United Kingdom of Great Britain and Northern Ireland (8.69 %) Germany (7.88 %) | |
Management fee | 1.25 % | 0.35 % |
Key Summary
WCMQ | BHYB | |
|---|---|---|
Issuer | WCM | BetaShares |
Tracking index | Solactive Australian Banking Preferred Shares Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.35 % |
Price | $9.91 | $9.77 |
Size | $385.630 million | $662.581 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 13.37 % | 3.25 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 22/04/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WCMQ | BHYB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 9 |
Median incremental investment | $587.77 | $1,028.99 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $1,080.22 | $2,252.25 |
Average age group | > 35 | > 35 |
Pros and Cons
WCMQ | BHYB | |
|---|---|---|
Pros |
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Cons |
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WCMQ | BHYB |
|---|---|
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 |