Compare AU

Compare WCMQ vs. SYI

Compare shares and ETFs on the ASX that you can trade on Pearler.

WCM Quality Global Growth Fund (Quoted Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 SPDR MSCI Australia Select High Dividend Yield Fund (SYI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

WCMQ

SYI

Popularity

Low

Low

Pearlers invested

1

116

Median incremental investment

$1,006.22

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,418.39

$1,379.92

Average age group

> 35

26 - 35


Key Summary

WCMQ

SYI

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.

SYI.AX was created on 2010-09-28 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 452.85m in AUM and 62 holdings. The SPDR MSCI Australia Select High Dividend Yield Fund seeks to closely track, before fees and expenses, the returns of the MSCI Australia Select High Dividend Yield Index.

Top 3 holdings

AppLovin Corp Ordinary Shares - Class A (6.22 %)

GE Aerospace (4.72 %)

Amazon.com Inc (4.70 %)

Commonwealth Bank of Australia (10.21 %)

National Australia Bank Ltd (9.52 %)

ANZ Group Holdings Ltd (8.96 %)

Top 3 industries

Information Technology (31.52 %)

Other (17.50 %)

Health Care (17.32 %)

Financials (57.11 %)

Materials (16.92 %)

Consumer Discretionary (15.19 %)

Top 3 countries

United States (71.21 %)

Canada (4.84 %)

Denmark (4.43 %)

Australia (99.65 %)

China (0.29 %)

New Zealand (0.06 %)

Management fee

1.25 %

0.2 %


Key Summary

WCMQ

SYI

Issuer

WCM

SPDR

Tracking index

MSCI Australia Select High Dividend Yield Index - AUD

Asset class

ETF

ETF

Management fee

1.25 %

0.2 %

Price

$10.59

$29.51

Size

$391.994 million

$437.211 million

10Y return

N/A

-0.97 %

Annual distribution yield (5Y)

3.86 %

9.27 %

Market

ASX

ASX

First listed date

03/09/2018

29/09/2010

Purchase fee

$6.50

$6.50


Community Stats

WCMQ

SYI

Popularity

Low

Low

Pearlers invested

1

116

Median incremental investment

$1,006.22

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,418.39

$1,379.92

Average age group

> 35

26 - 35


Pros and Cons

WCMQ

SYI

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

WCMQ

SYI

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

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