Compare AU
Compare WCMQ vs. MVE
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 VanEck S&P/ASX Midcap ETF (MVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WCMQ | MVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 36 |
Median incremental investment | $1,006.22 | $668.99 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,418.39 | $2,959.42 |
Average age group | > 35 | > 35 |
Key Summary
WCMQ | MVE | |
|---|---|---|
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. | MVE.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund is designed to capture the performance of the 50 midcap companies listed on ASX having Market Capitalisation ranking from 51 to 100. |
Top 3 holdings | AppLovin Corp Ordinary Shares - Class A (6.22 %) GE Aerospace (4.72 %) Amazon.com Inc (4.70 %) | CAR Group Ltd (4.70 %) Pro Medicus Ltd (4.50 %) REA Group Ltd (4.00 %) |
Top 3 industries | Information Technology (31.52 %) Other (17.50 %) Health Care (17.32 %) | Communication Services (25.27 %) Information Technology (17.84 %) Materials (17.13 %) |
Top 3 countries | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) |
Management fee | 1.25 % | 0.45 % |
Key Summary
WCMQ | MVE | |
|---|---|---|
Issuer | WCM | VanEck |
Tracking index | S&P/ASX Midcap 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.45 % |
Price | $10.59 | $40.54 |
Size | $391.994 million | $318.601 million |
10Y return | N/A | 101.39 % |
Annual distribution yield (5Y) | 3.86 % | 3.49 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 16/10/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WCMQ | MVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 36 |
Median incremental investment | $1,006.22 | $668.99 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,418.39 | $2,959.42 |
Average age group | > 35 | > 35 |
Pros and Cons
WCMQ | MVE | |
|---|---|---|
Pros |
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Cons |
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WCMQ | MVE |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |