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Compare WCMQ vs. INES
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 Intelligent Investor Eth Share Fund - Active ETF (INES). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WCMQ | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 20 |
Median incremental investment | $578.00 | $605.31 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $844.80 | $4,872.73 |
Average age group | > 35 | > 35 |
Key Summary
WCMQ | INES | |
|---|---|---|
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. | INES.AX was created on 2019-06-11 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To invest in a portfolio of ethically and socially responsible undervalued stocks to achieve medium to long-term capital growth. |
Top 3 holdings | AppLovin Corp Ordinary Shares - Class A (11.40 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (4.48 %) Saab AB Class B (4.43 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.28 %) Visa Inc Class A (6.17 %) MA Financial Group Ltd (5.38 %) |
Top 3 industries | Information Technology (31.16 %) Industrials (20.49 %) Financials (19.21 %) | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) |
Top 3 countries | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | |
Management fee | 1.25 % | 0.97 % |
Key Summary
WCMQ | INES | |
|---|---|---|
Issuer | WCM | Intelligent Investor |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.97 % |
Price | $10.56 | $3.75 |
Size | $390.510 million | $78.883 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 10.29 % | 3.41 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WCMQ | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 20 |
Median incremental investment | $578.00 | $605.31 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $844.80 | $4,872.73 |
Average age group | > 35 | > 35 |
Pros and Cons
WCMQ | INES | |
|---|---|---|
Pros |
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Cons |
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WCMQ | INES |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |