Compare AU

Compare WCMQ vs. HJZP

Compare shares and ETFs on the ASX that you can trade on Pearler.

WCM Quality Global Growth Fund (Quoted Managed Fund)

ASX

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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 Hejaz Property Fund (Managed Fund) (HJZP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

WCMQ

HJZP

Popularity

Low

Low

Pearlers invested

1

6

Median incremental investment

$1,006.22

$719.64

Median investment frequency

Monthly

Monthly

Median total investment

$1,411.02

$1,566.85

Average age group

> 35

26 - 35


Key Summary

WCMQ

HJZP

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.

HJZP.AX was created on 2022-10-17 by M&G . The fund's investment portfolio concentrates primarily on real estate equity. The Funds investment approach is to research, screen, and then select quality investments, across Australian and international Real Estate Investment Trusts (REITS).

Top 3 holdings

AppLovin Corp Ordinary Shares - Class A (6.22 %)

GE Aerospace (4.72 %)

Amazon.com Inc (4.70 %)

Digital Realty Trust Inc (19.34 %)

American Homes 4 Rent Class A (9.39 %)

Dexus Industria REIT (8.28 %)

Top 3 industries

Information Technology (31.52 %)

Other (17.50 %)

Health Care (17.32 %)

Real Estate (100.00 %)

Other (16.15 %)

Top 3 countries

United States (61.96 %)

Australia (23.42 %)

Mexico (8.16 %)

Management fee

1.25 %

1.5 %


Key Summary

WCMQ

HJZP

Issuer

WCM

M&G

Tracking index

MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net

Asset class

ETF

ETF

Management fee

1.25 %

1.5 %

Price

$10.53

$0.89

Size

$383.482 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.86 %

0.16 %

Market

ASX

ASX

First listed date

03/09/2018

16/10/2022

Purchase fee

$6.50

$6.50


Community Stats

WCMQ

HJZP

Popularity

Low

Low

Pearlers invested

1

6

Median incremental investment

$1,006.22

$719.64

Median investment frequency

Monthly

Monthly

Median total investment

$1,411.02

$1,566.85

Average age group

> 35

26 - 35


Pros and Cons

WCMQ

HJZP

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

WCMQ

HJZP

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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