Back
Compare AU
Compare WCMQ vs. IHD
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 iShares S&P/ASX Div Opportunities Esg Screened ETF (IHD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WCMQ | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 43 |
Median incremental investment | $1,006.22 | $644.30 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,546.36 | $1,494.00 |
Average age group | > 35 | > 35 |
Key Summary
WCMQ | IHD | |
|---|---|---|
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. | IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 317.53m in AUM and 49 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations |
Top 3 holdings | AppLovin Corp Ordinary Shares - Class A (7.27 %) 3i Group Ord (4.65 %) Amazon.com Inc (4.65 %) | BHP GROUP LTD (10.30 %) RIO TINTO LTD (9.92 %) ANZ GROUP HOLDINGS LTD (9.09 %) |
Top 3 industries | Financials (27.78 %) Information Technology (25.19 %) Consumer Discretionary (11.34 %) | Financials (38.37 %) Materials (28.64 %) Industrials (14.60 %) |
Top 3 countries | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | Australia (99.25 %) New Zealand (0.75 %) |
Management fee | 1.25 % | 0.23 % |
Key Summary
WCMQ | IHD | |
|---|---|---|
Issuer | WCM | iShares |
Tracking index | S&P/ASX Dividend Opportunities Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.23 % |
Price | $11.54 | $14.92 |
Size | $405.688 million | $317.684 million |
10Y return | N/A | -0.27 % |
Annual distribution yield (5Y) | 6.83 % | 5.35 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WCMQ | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 43 |
Median incremental investment | $1,006.22 | $644.30 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,546.36 | $1,494.00 |
Average age group | > 35 | > 35 |
Pros and Cons
WCMQ | IHD | |
|---|---|---|
Pros |
|
|
Cons |
|
|
WCMQ | IHD |
|---|---|
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 |