Compare AU
Compare WCMQ vs. IESG
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 iShares Core MSCI Australia Esg ETF (IESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WCMQ | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 60 |
Median incremental investment | $1,006.22 | $1,919.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,418.39 | $5,728.80 |
Average age group | > 35 | 26 - 35 |
Key Summary
WCMQ | IESG | |
|---|---|---|
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. | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 293.88m in AUM and 85 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers |
Top 3 holdings | AppLovin Corp Ordinary Shares - Class A (6.22 %) GE Aerospace (4.72 %) Amazon.com Inc (4.70 %) | COMMONWEALTH BANK OF AUSTRALIA (12.51 %) CSL LTD (9.35 %) MACQUARIE GROUP LTD DEF (8.68 %) |
Top 3 industries | Information Technology (31.52 %) Other (17.50 %) Health Care (17.32 %) | Financials (29.83 %) Materials (18.72 %) Health Care (11.49 %) |
Top 3 countries | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) |
Management fee | 1.25 % | 0.01 % |
Key Summary
WCMQ | IESG | |
|---|---|---|
Issuer | WCM | iShares |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.01 % |
Price | $10.59 | $30.80 |
Size | $391.994 million | $291.893 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 2.35 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WCMQ | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 60 |
Median incremental investment | $1,006.22 | $1,919.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,418.39 | $5,728.80 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WCMQ | IESG | |
|---|---|---|
Pros |
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Cons |
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WCMQ | IESG |
|---|---|
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 |