Compare AU
Compare WCMQ vs. IVV
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 S&P 500 ETF (IVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WCMQ | IVV | |
---|---|---|
Popularity | Low | High |
Pearlers invested | 1 | 11,599 |
Median incremental investment | $1,006.22 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,271.66 | $2,721.77 |
Average age group | > 35 | 26 - 35 |
Key Summary
WCMQ | IVV | |
---|---|---|
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. | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. |
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 (99.97 %) Communication Services (0.00 %) |
Top 3 countries | United States (71.46 %) United Kingdom of Great Britain and Northern Ireland (10.97 %) Denmark (9.85 %) | United States (99.92 %) |
Management fee | 1.25 % | 0.04 % |
Key Summary
WCMQ | IVV | |
---|---|---|
Issuer | WCM | iShares |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.04 % |
Price | $9.49 | $57.80 |
Size | $356.308 million | $9.314 billion |
10Y return | N/A | 272.44 % |
Annual distribution yield (5Y) | 3.86 % | 13.82 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WCMQ | IVV | |
---|---|---|
Popularity | Low | High |
Pearlers invested | 1 | 11,599 |
Median incremental investment | $1,006.22 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,271.66 | $2,721.77 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WCMQ | IVV | |
---|---|---|
Pros |
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Cons |
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WCMQ | IVV |
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Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |