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Compare WCMQ vs. IVV

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 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

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

WCMQ

IVV

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

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