Compare AU

Compare WCMQ vs. IJR

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

WCM Quality Global Growth Fund (Quoted Managed Fund)

ASX

Buy

Buy

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 iShares S&P Small-Cap ETF (IJR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

WCMQ

IJR

Popularity

Low

Low

Pearlers invested

1

74

Median incremental investment

$1,006.22

$1,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,274.34

$6,234.12

Average age group

> 35

> 35


Key Summary

WCMQ

IJR

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.

IJR.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. 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 small capitalisation US equities.

Top 3 holdings

AppLovin Corp Ordinary Shares - Class A (6.22 %)

GE Aerospace (4.72 %)

Amazon.com Inc (4.70 %)

Fabrinet (0.70 %)

Applied Industrial Technologies Inc (0.63 %)

Ensign Group Inc (0.61 %)

Top 3 industries

Information Technology (31.52 %)

Other (17.50 %)

Health Care (17.32 %)

Other (99.85 %)

Communication Services (0.15 %)

Top 3 countries

United States (71.46 %)

United Kingdom of Great Britain and Northern Ireland (10.97 %)

Denmark (9.85 %)

United States (98.93 %)

Management fee

1.25 %

0.07 %


Key Summary

WCMQ

IJR

Issuer

WCM

iShares

Tracking index

S&P Small Cap 600

Asset class

ETF

ETF

Management fee

1.25 %

0.07 %

Price

$9.51

$172.77

Size

$356.308 million

$660.845 million

10Y return

N/A

169.07 %

Annual distribution yield (5Y)

3.86 %

1.24 %

Market

ASX

ASX

First listed date

03/09/2018

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

WCMQ

IJR

Popularity

Low

Low

Pearlers invested

1

74

Median incremental investment

$1,006.22

$1,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,274.34

$6,234.12

Average age group

> 35

> 35


Pros and Cons

WCMQ

IJR

Pros

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

WCMQ

IJR

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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