Compare AU
Compare WCMQ vs. GOAT
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 VanEck Morningstar International Wide Moat ETF (GOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WCMQ | GOAT | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 46 |
Median incremental investment | $1,006.22 | $684.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,307.84 | $3,291.28 |
Average age group | > 35 | > 35 |
Key Summary
WCMQ | GOAT | |
---|---|---|
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. | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 40.95m in AUM and 63 holdings. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. |
Top 3 holdings | AppLovin Corp Ordinary Shares - Class A (6.22 %) GE Aerospace (4.72 %) Amazon.com Inc (4.70 %) | TransUnion (2.40 %) MarketAxess Holdings Inc (2.35 %) Gilead Sciences Inc (2.25 %) |
Top 3 industries | Information Technology (31.52 %) Other (17.50 %) Health Care (17.32 %) | Financials (40.55 %) Other (27.20 %) Health Care (19.91 %) |
Top 3 countries | United States (71.46 %) United Kingdom of Great Britain and Northern Ireland (10.97 %) Denmark (9.85 %) | United States (61.30 %) Switzerland (19.26 %) Netherlands (9.75 %) |
Management fee | 1.25 % | 0.55 % |
Key Summary
WCMQ | GOAT | |
---|---|---|
Issuer | WCM | VanEck |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.55 % |
Price | $9.76 | $26.65 |
Size | $356.308 million | $42.282 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 2.60 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WCMQ | GOAT | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 46 |
Median incremental investment | $1,006.22 | $684.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,307.84 | $3,291.28 |
Average age group | > 35 | > 35 |
Pros and Cons
WCMQ | GOAT | |
---|---|---|
Pros |
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Cons |
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WCMQ | GOAT |
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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 |