Compare AU
Compare WCMQ vs. MOGL
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 Montgomery Global Investment Portfolio (MOGL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WCMQ | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 4 |
Median incremental investment | $1,006.22 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,452.56 | $13,318.62 |
Average age group | > 35 | > 35 |
Key Summary
WCMQ | MOGL | |
|---|---|---|
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. | N/A |
Top 3 holdings | AppLovin Corp Ordinary Shares - Class A (6.22 %) GE Aerospace (4.72 %) Amazon.com Inc (4.70 %) | KKR & Co Inc Ordinary Shares (10.52 %) Amazon.com Inc (10.23 %) Blackstone Inc (9.48 %) |
Top 3 industries | Information Technology (31.52 %) Other (17.50 %) Health Care (17.32 %) | Communication Services (29.81 %) Financials (28.90 %) Information Technology (27.24 %) |
Top 3 countries | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | United States (81.43 %) China (8.13 %) France (2.82 %) |
Management fee | 1.25 % | N/A |
Key Summary
WCMQ | MOGL | |
|---|---|---|
Issuer | WCM | N/A |
Tracking index | N/A | |
Asset class | ETF | Stock |
Management fee | 1.25 % | N/A |
Price | $10.84 | $5.32 |
Size | $383.482 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 4.59 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WCMQ | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 4 |
Median incremental investment | $1,006.22 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,452.56 | $13,318.62 |
Average age group | > 35 | > 35 |
Pros and Cons
WCMQ | MOGL | |
|---|---|---|
Pros |
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Cons |
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WCMQ | MOGL |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |