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Compare WCMQ vs. U100
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 Global X Us 100 ETF. (U100). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WCMQ | U100 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 205 |
Median incremental investment | $787.00 | $1,200.16 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $1,080.72 | $3,325.08 |
Average age group | > 35 | > 35 |
Key Summary
WCMQ | U100 | |
|---|---|---|
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. | U100.AX was created on 2023-08-21 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Global X US 100 Index. |
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 %) | NVIDIA Corp (10.14 %) Apple Inc (8.93 %) Microsoft Corp (7.13 %) |
Top 3 industries | Information Technology (31.16 %) Industrials (20.49 %) Financials (19.21 %) | Information Technology (70.72 %) Communication Services (13.08 %) Consumer Discretionary (11.14 %) |
Top 3 countries | United States (58.40 %) United Kingdom of Great Britain and Northern Ireland (8.69 %) Germany (7.88 %) | United States (93.27 %) Taiwan (2.18 %) Netherlands (1.32 %) |
Management fee | 1.25 % | 0.24 % |
Key Summary
WCMQ | U100 | |
|---|---|---|
Issuer | WCM | Global X |
Tracking index | Global X US 100 Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.24 % |
Price | $9.72 | $14.76 |
Size | $385.630 million | $77.432 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 11.81 % | 1.11 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 22/08/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WCMQ | U100 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 205 |
Median incremental investment | $787.00 | $1,200.16 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $1,080.72 | $3,325.08 |
Average age group | > 35 | > 35 |
Pros and Cons
WCMQ | U100 | |
|---|---|---|
Pros |
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Cons |
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WCMQ | U100 |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |