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Compare WCMQ vs. MVS

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, 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 Small Companies Masters ETF (MVS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

WCMQ

MVS

Popularity

Low

Low

Pearlers invested

1

9

Median incremental investment

$1,006.22

$830.57

Median investment frequency

Monthly

Monthly

Median total investment

$1,307.84

$928.28

Average age group

> 35

> 35


Key Summary

WCMQ

MVS

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.

MVS.AX was created on 2015-05-26 by VanEck. The fund's investment portfolio concentrates primarily on small cap equity. The Fund gives investors exposure to a portfolio that only includes the most liquid small-cap ASX-listed companies that generate revenues in Australia and did not omit their latest dividend payment.

Top 3 holdings

AppLovin Corp Ordinary Shares - Class A (6.22 %)

GE Aerospace (4.72 %)

Amazon.com Inc (4.70 %)

Nuix Ltd Ordinary Shares (2.29 %)

Zip Co Ltd (2.29 %)

Platinum Asset Management Ltd (2.07 %)

Top 3 industries

Information Technology (31.52 %)

Other (17.50 %)

Health Care (17.32 %)

Financials (59.50 %)

Materials (18.90 %)

Information Technology (11.46 %)

Top 3 countries

Management fee

1.25 %

0.49 %


Key Summary

WCMQ

MVS

Issuer

WCM

VanEck

Tracking index

MVIS Australia Small-Cap Dividend Payers Index - AUD

Asset class

ETF

ETF

Management fee

1.25 %

0.49 %

Price

$9.76

$20.18

Size

$356.308 million

$88.511 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.86 %

4.91 %

Market

ASX

ASX

First listed date

03/09/2018

28/05/2015

Purchase fee

$6.50

$6.50


Community Stats

WCMQ

MVS

Popularity

Low

Low

Pearlers invested

1

9

Median incremental investment

$1,006.22

$830.57

Median investment frequency

Monthly

Monthly

Median total investment

$1,307.84

$928.28

Average age group

> 35

> 35


Pros and Cons

WCMQ

MVS

Pros

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

WCMQ

MVS

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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