Compare AU
Compare WCMQ vs. BOND
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 (Quoted Managed Fund) (WCMQ) and the SPDR S&P/ASX Australian Bond Fund (BOND). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WCMQ | BOND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 12 |
Median incremental investment | $1,006.22 | $520.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,418.39 | $865.26 |
Average age group | > 35 | 26 - 35 |
Key Summary
WCMQ | BOND | |
|---|---|---|
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. | BOND.AX was created on 2012-07-26 by SPDR. The fund's investment portfolio concentrates primarily on investment grade fixed income. The SPDR S&P/ASX Australian Bond Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX Australian Fixed Interest Index. |
Top 3 holdings | AppLovin Corp Ordinary Shares - Class A (6.22 %) GE Aerospace (4.72 %) Amazon.com Inc (4.70 %) | Australia (Commonwealth of) 4.5% (2.13 %) |
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 % | 0.24 % |
Key Summary
WCMQ | BOND | |
|---|---|---|
Issuer | WCM | SPDR |
Tracking index | S&P/ASX Australian Fixed Interest Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.24 % |
Price | $10.59 | $25.08 |
Size | $391.994 million | $40.041 million |
10Y return | N/A | -4.38 % |
Annual distribution yield (5Y) | 3.86 % | 1.19 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 27/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WCMQ | BOND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 12 |
Median incremental investment | $1,006.22 | $520.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,418.39 | $865.26 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WCMQ | BOND | |
|---|---|---|
Pros |
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Cons |
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WCMQ | BOND |
|---|---|
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 |