Compare AU
Compare WCMQ vs. QOZ
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 FTSE Rafi Australia 200 ETF (QOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WCMQ | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 56 |
Median incremental investment | $1,006.22 | $1,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,483.38 | $2,304.64 |
Average age group | > 35 | > 35 |
Key Summary
WCMQ | QOZ | |
|---|---|---|
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. | QOZ.AX was created on 2013-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 696.25m in AUM and 200 holdings. The investment objective of the BetaShares FTSE RAFI Australia 200 ETF is to provide an investment return that tracks the performance of the FTSE RAFI Australia 200 Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | AppLovin Corp Ordinary Shares - Class A (7.27 %) 3i Group Ord (4.65 %) Amazon.com Inc (4.65 %) | SPI 200 FUTURES JUN25 (0 %) BHP GROUP LTD (12.76 %) COMMONWEALTH BANK OF AUSTRALIA (7.68 %) |
Top 3 industries | Financials (27.78 %) Information Technology (25.19 %) Consumer Discretionary (11.34 %) | Financials (32.23 %) Materials (24.11 %) Consumer Staples (6.62 %) |
Top 3 countries | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) |
Management fee | 1.25 % | 0.4 % |
Key Summary
WCMQ | QOZ | |
|---|---|---|
Issuer | WCM | BetaShares |
Tracking index | FTSE RAFI Australia 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.4 % |
Price | $11.07 | $16.64 |
Size | $393.660 million | $692.611 million |
10Y return | N/A | 24.83 % |
Annual distribution yield (5Y) | 3.86 % | 6.60 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WCMQ | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 56 |
Median incremental investment | $1,006.22 | $1,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,483.38 | $2,304.64 |
Average age group | > 35 | > 35 |
Pros and Cons
WCMQ | QOZ | |
|---|---|---|
Pros |
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Cons |
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WCMQ | QOZ |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |