Compare AU
Compare WCMQ vs. FRAR
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 FRAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
WCMQ | FRAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $1,006.22 | $54,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,418.39 | $179,824.51 |
Average age group | > 35 | > 35 |
Key Summary
WCMQ | FRAR | |
|---|---|---|
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. | FRAR.AX was created on 2024-04-15 by Franklin. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. The investment objective of the Fund is to provide investors with access to an actively managed portfolio of fixed income strategies with an aim to deliver returns in excess of the Bloomberg AusBond Bank Bill Index, after fees and expenses (but before taxes), over the short to medium term. |
Top 3 holdings | AppLovin Corp Ordinary Shares - Class A (6.22 %) GE Aerospace (4.72 %) Amazon.com Inc (4.70 %) | Franklin Aust Abs Return Bond Fund (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 % | 0.5 % |
Key Summary
WCMQ | FRAR | |
|---|---|---|
Issuer | WCM | Franklin |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.5 % |
Price | $10.59 | $1.015 |
Size | $391.994 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 3.86 % | 0.30 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 14/04/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WCMQ | FRAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $1,006.22 | $54,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,418.39 | $179,824.51 |
Average age group | > 35 | > 35 |
Pros and Cons
WCMQ | FRAR | |
|---|---|---|
Pros |
|
|
Cons |
|
|
WCMQ | FRAR |
|---|---|
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 |