Compare AU
Compare WCMQ vs. TBIL
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 (Quoted Managed Fund) (WCMQ) and the VanEck 1-3 Month Us Treasury Bond ETF (TBIL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WCMQ | TBIL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 4 |
Median incremental investment | $1,006.22 | $687.74 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,418.39 | $888.36 |
Average age group | > 35 | > 35 |
Key Summary
WCMQ | TBIL | |
|---|---|---|
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. | TBIL.AX was created on 2023-05-16 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. TBIL.AX invests in a portfolio of US dollar denominated Treasury Bills issued by the US Government with a maturity ranging from 1-3 months with the aim of providing investment returns (before fees and costs) that closely track the returns of the Index |
Top 3 holdings | AppLovin Corp Ordinary Shares - Class A (6.22 %) GE Aerospace (4.72 %) Amazon.com Inc (4.70 %) | United States Treasury Bills (9.38 %) United States Treasury Bills (9.30 %) United States Treasury Bills (7.98 %) |
Top 3 industries | Information Technology (31.52 %) Other (17.50 %) Health Care (17.32 %) | |
Top 3 countries | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | |
Management fee | 1.25 % | 0.22 % |
Key Summary
WCMQ | TBIL | |
|---|---|---|
Issuer | WCM | VanEck |
Tracking index | Bloomberg 1-3 Month U.S. Treasury Bill Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.22 % |
Price | $10.59 | $53.84 |
Size | $391.994 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 1.51 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WCMQ | TBIL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 4 |
Median incremental investment | $1,006.22 | $687.74 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,418.39 | $888.36 |
Average age group | > 35 | > 35 |
Pros and Cons
WCMQ | TBIL | |
|---|---|---|
Pros |
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Cons |
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WCMQ | TBIL |
|---|---|
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 |