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Compare WCMQ vs. GIVE
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 Perpetual Esg Australian Share Active ETF (GIVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WCMQ | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 1 |
Median incremental investment | $578.00 | $523.25 |
Median investment frequency | Quarterly | Quarterly |
Median total investment | $851.20 | $518.83 |
Average age group | > 35 | 26 - 35 |
Key Summary
WCMQ | GIVE | |
|---|---|---|
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. | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. |
Top 3 holdings | AppLovin Corp Ordinary Shares - Class A (11.40 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (4.48 %) Saab AB Class B (4.43 %) | Deterra Royalties Ltd Ordinary Shares (6.71 %) Reliance Worldwide Corp Ltd (6.07 %) Brickworks (5.99 %) |
Top 3 industries | Information Technology (31.16 %) Industrials (20.49 %) Financials (19.21 %) | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) |
Top 3 countries | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | |
Management fee | 1.25 % | 0.65 % |
Key Summary
WCMQ | GIVE | |
|---|---|---|
Issuer | WCM | Perpetual |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.65 % |
Price | $10.61 | $3.07 |
Size | $390.510 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 10.29 % | 9.27 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WCMQ | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 1 |
Median incremental investment | $578.00 | $523.25 |
Median investment frequency | Quarterly | Quarterly |
Median total investment | $851.20 | $518.83 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WCMQ | GIVE | |
|---|---|---|
Pros |
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Cons |
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WCMQ | GIVE |
|---|---|
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 |