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Compare WCMQ vs. MQIO

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, shares and ETFs are a popular choice. Two options in the ASX are WCMQ and MQIO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

WCMQ

MQIO

Popularity

Low

N/A

Pearlers invested

1

0

Median incremental investment

$1,006.22

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,478.02

$0

Average age group

> 35

N/A


Key Summary

WCMQ

MQIO

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.

MQIO.AX was created on 2023-11-22 by Macquarie. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to outperform the Bloomberg AusBond Bank Bill Index over the medium term (before fees).

Top 3 holdings

AppLovin Corp Ordinary Shares - Class A (6.22 %)

GE Aerospace (4.72 %)

Amazon.com Inc (4.70 %)

Macquarie Income Opp Active ETF (Managed Fund) (100 %)

Top 3 industries

Information Technology (31.52 %)

Other (17.50 %)

Health Care (17.32 %)

Top 3 countries

United States (71.21 %)

Canada (4.84 %)

Denmark (4.43 %)

Management fee

1.25 %

0.492 %


Key Summary

WCMQ

MQIO

Issuer

WCM

Macquarie

Tracking index

Asset class

ETF

ETF

Management fee

1.25 %

0.492 %

Price

$11.07

$10.56

Size

$383.482 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

3.86 %

0.58 %

Market

ASX

ASX

First listed date

03/09/2018

21/11/2023

Purchase fee

$6.50

$6.50


Community Stats

WCMQ

MQIO

Popularity

Low

N/A

Pearlers invested

1

0

Median incremental investment

$1,006.22

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,478.02

$0

Average age group

> 35

N/A


Pros and Cons

WCMQ

MQIO

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

WCMQ

MQIO

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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