Compare AU
Compare WCMQ vs. IHVV
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 S&P US 500 (AUD Hedged) (IHVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WCMQ | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 164 |
Median incremental investment | $1,006.22 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,448.54 | $3,455.26 |
Average age group | > 35 | > 35 |
Key Summary
WCMQ | IHVV | |
|---|---|---|
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. | IHVV.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities. |
Top 3 holdings | AppLovin Corp Ordinary Shares - Class A (6.22 %) GE Aerospace (4.72 %) Amazon.com Inc (4.70 %) | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) |
Top 3 industries | Information Technology (31.52 %) Other (17.50 %) Health Care (17.32 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | United States (94.52 %) |
Management fee | 1.25 % | 0.1 % |
Key Summary
WCMQ | IHVV | |
|---|---|---|
Issuer | WCM | iShares |
Tracking index | S&P 500 Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.1 % |
Price | $10.81 | $55.73 |
Size | $383.482 million | $2.040 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 51.08 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WCMQ | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 164 |
Median incremental investment | $1,006.22 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,448.54 | $3,455.26 |
Average age group | > 35 | > 35 |
Pros and Cons
WCMQ | IHVV | |
|---|---|---|
Pros |
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Cons |
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WCMQ | IHVV |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |