Compare AU
Compare WCMQ vs. MVS
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 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 | |
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Pros |
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Cons |
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WCMQ | MVS |
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Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |