Compare AU
Compare WCMQ vs. LSGE
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 Loomis Sayles Global Equity Fund - Active ETF (LSGE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WCMQ | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $1,006.22 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,452.56 | $0 |
Average age group | > 35 | N/A |
Key Summary
WCMQ | LSGE | |
|---|---|---|
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. | LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. To provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the Funds benchmark over a full market cycle. |
Top 3 holdings | AppLovin Corp Ordinary Shares - Class A (6.22 %) GE Aerospace (4.72 %) Amazon.com Inc (4.70 %) | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) |
Top 3 industries | Information Technology (31.52 %) Other (17.50 %) Health Care (17.32 %) | Consumer Discretionary (33.65 %) Communication Services (33.28 %) Information Technology (26.44 %) |
Top 3 countries | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) |
Management fee | 1.25 % | 0.99 % |
Key Summary
WCMQ | LSGE | |
|---|---|---|
Issuer | WCM | Loomis Sayles |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.99 % |
Price | $10.84 | $3.70 |
Size | $383.482 million | $49.795 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 0.71 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WCMQ | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $1,006.22 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,452.56 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
WCMQ | LSGE | |
|---|---|---|
Pros |
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Cons |
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WCMQ | LSGE |
|---|---|
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 |