Compare AU
Compare WCMQ vs. SMLL
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 Small Companies Select ETF (SMLL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WCMQ | SMLL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 10 |
Median incremental investment | $1,006.22 | $1,994.35 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,476.68 | $4,462.20 |
Average age group | > 35 | > 35 |
Key Summary
WCMQ | SMLL | |
|---|---|---|
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. | SMLL.AX was created on 2017-04-07 by BetaShares. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 239.43m in AUM and 68 holdings. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term (after fees and expenses) by investing in a portfolio of high quality, profitable small companies. |
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 %) PERSEUS MINING LTD (4.13 %) A2 MILK CO LTD/THE (3.49 %) |
Top 3 industries | Financials (27.78 %) Information Technology (25.19 %) Consumer Discretionary (11.34 %) | Materials (31.92 %) Consumer Discretionary (18.69 %) Real Estate (12.23 %) |
Top 3 countries | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | Australia (98.15 %) China (1.85 %) |
Management fee | 1.25 % | 0.39 % |
Key Summary
WCMQ | SMLL | |
|---|---|---|
Issuer | WCM | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.39 % |
Price | $11.02 | $3.70 |
Size | $398.882 million | $239.422 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 5.20 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 11/04/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WCMQ | SMLL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 10 |
Median incremental investment | $1,006.22 | $1,994.35 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,476.68 | $4,462.20 |
Average age group | > 35 | > 35 |
Pros and Cons
WCMQ | SMLL | |
|---|---|---|
Pros |
|
|
Cons |
|
|
WCMQ | SMLL |
|---|---|
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 |