Compare AU

Compare WCMQ vs. FAIR

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, 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 BetaShares Australian Sustainability Leaders ETF (FAIR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

WCMQ

FAIR

Popularity

Low

Medium

Pearlers invested

1

1,104

Median incremental investment

$1,006.22

$750.03

Median investment frequency

Monthly

Monthly

Median total investment

$1,418.39

$1,543.53

Average age group

> 35

26 - 35


Key Summary

WCMQ

FAIR

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.

The fund aims to track the performance of the NASDAQ FUTURE AUSTRALIAN SUSTAINABILITY LEADERS INDEX before considering fees, taxes, and other expenses.

Top 3 holdings

AppLovin Corp Ordinary Shares - Class A (6.22 %)

GE Aerospace (4.72 %)

Amazon.com Inc (4.70 %)

SPI 200 FUTURES SEP24 (0 %)

SUNCORP GROUP LTD (4.66 %)

COCHLEAR LTD (4.61 %)

Top 3 industries

Information Technology (31.52 %)

Other (17.50 %)

Health Care (17.32 %)

Financials (20.29 %)

Health Care (18.54 %)

Information Technology (14.60 %)

Top 3 countries

United States (71.21 %)

Canada (4.84 %)

Denmark (4.43 %)

Australia (89.09 %)

New Zealand (6.19 %)

United States (4.72 %)

Management fee

1.25 %

0.49 %


Key Summary

WCMQ

FAIR

Issuer

WCM

BetaShares

Tracking index

Nasdaq Future Australian Sustainability Leaders Index - AUD

Asset class

ETF

ETF

Management fee

1.25 %

0.49 %

Price

$10.59

$21.29

Size

$391.994 million

$1.136 billion

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.86 %

3.39 %

Market

ASX

ASX

First listed date

03/09/2018

29/11/2017

Purchase fee

$6.50

$6.50


Community Stats

WCMQ

FAIR

Popularity

Low

Medium

Pearlers invested

1

1,104

Median incremental investment

$1,006.22

$750.03

Median investment frequency

Monthly

Monthly

Median total investment

$1,418.39

$1,543.53

Average age group

> 35

26 - 35


Pros and Cons

WCMQ

FAIR

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

  • Lower management fee

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

WCMQ

FAIR

Lower exposure to AU market

Higher exposure to AU market

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

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