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Compare WCMQ vs. MQIO
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 | Low |
Pearlers invested | 14 | 1 |
Median incremental investment | $583.50 | $20,000.00 |
Median investment frequency | Quarterly | Weekly |
Median total investment | $1,156.32 | $19,843.60 |
Average age group | > 35 | > 35 |
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 (9.36 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (4.95 %) Siemens Energy AG Ordinary Shares (4.74 %) | Macquarie Income Opportunities Active ETF (100 %) |
Top 3 industries | Information Technology (31.16 %) Industrials (20.49 %) Financials (19.21 %) | |
Top 3 countries | United States (58.40 %) United Kingdom of Great Britain and Northern Ireland (8.69 %) Germany (7.88 %) | United States (39.67 %) Australia (37.89 %) United Kingdom of Great Britain and Northern Ireland (21.05 %) |
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 | $10.64 | $10.65 |
Size | $385.630 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 13.37 % | 2.57 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 21/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WCMQ | MQIO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 1 |
Median incremental investment | $583.50 | $20,000.00 |
Median investment frequency | Quarterly | Weekly |
Median total investment | $1,156.32 | $19,843.60 |
Average age group | > 35 | > 35 |
Pros and Cons
WCMQ | MQIO | |
|---|---|---|
Pros |
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Cons |
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WCMQ | MQIO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |