Compare AU
Compare WCMQ vs. OZBD
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 - Active ETF (WCMQ) and the Betashares Australian Composite Bond ETF (OZBD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WCMQ | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 22 |
Median incremental investment | $1,006.22 | $2,180.29 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,483.38 | $8,556.22 |
Average age group | > 35 | > 35 |
Key Summary
WCMQ | OZBD | |
|---|---|---|
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. | OZBD.AX was created on 2022-02-02 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 597.44m in AUM and 569 holdings. OZBD.AX aims to track the Bloomberg Australian Enhanced Yield Composite Bond Index, before fees and expenses. |
Top 3 holdings | AppLovin Corp Ordinary Shares - Class A (7.27 %) 3i Group Ord (4.65 %) Amazon.com Inc (4.65 %) | INTL FINANCE CORP 1.5% APR-35 (1.68 %) AUSTRALIAN GOVERNMENT 1.25% MAY-32 (1.57 %) AUSTRALIAN GOVERNMENT 4.5% APR-33 (1.40 %) |
Top 3 industries | Financials (27.78 %) Information Technology (25.19 %) Consumer Discretionary (11.34 %) | Other (99.47 %) Communication Services (0.53 %) |
Top 3 countries | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | |
Management fee | 1.25 % | 0.19 % |
Key Summary
WCMQ | OZBD | |
|---|---|---|
Issuer | WCM | BetaShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.19 % |
Price | $11.07 | $44.68 |
Size | $393.660 million | $618.665 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 2.36 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WCMQ | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 22 |
Median incremental investment | $1,006.22 | $2,180.29 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,483.38 | $8,556.22 |
Average age group | > 35 | > 35 |
Pros and Cons
WCMQ | OZBD | |
|---|---|---|
Pros |
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Cons |
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WCMQ | OZBD |
|---|---|
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 |