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Compare WCMQ vs. QFN
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 Financials Sector ETF (QFN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WCMQ | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 33 |
Median incremental investment | $592.03 | $745.34 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $1,036.80 | $2,940.30 |
Average age group | > 35 | > 35 |
Key Summary
WCMQ | QFN | |
|---|---|---|
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. | QFN.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 75.97m in AUM and 28 holdings. QFN.AX aims to track the performance of an index (before fees and expenses) comprising the largest ASX-listed companies in the financial sector, including the Big 4 banks and insurance companies but excluding Real Estate Investment Trusts. |
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 %) | S&P/ASX200 F-REIT MAR26 (0 %) COMMONWEALTH BANK OF AUSTRALIA (31.59 %) NATIONAL AUSTRALIA BANK LTD (15.77 %) |
Top 3 industries | Information Technology (31.16 %) Industrials (20.49 %) Financials (19.21 %) | Financials (98.17 %) Communication Services (2.56 %) Other (1.83 %) |
Top 3 countries | United States (58.40 %) United Kingdom of Great Britain and Northern Ireland (8.69 %) Germany (7.88 %) | Australia (99.83 %) United States (0.17 %) |
Management fee | 1.25 % | 0.34 % |
Key Summary
WCMQ | QFN | |
|---|---|---|
Issuer | WCM | BetaShares |
Tracking index | Solactive Australia Financials Ex-REITs Sector Index | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.34 % |
Price | $9.60 | $18.15 |
Size | $385.630 million | $74.216 million |
10Y return | N/A | 69.31 % |
Annual distribution yield (5Y) | 11.81 % | 3.12 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 15/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WCMQ | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 33 |
Median incremental investment | $592.03 | $745.34 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $1,036.80 | $2,940.30 |
Average age group | > 35 | > 35 |
Pros and Cons
WCMQ | QFN | |
|---|---|---|
Pros |
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Cons |
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WCMQ | QFN |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |