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Compare AU
Compare WCMQ vs. USD
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 U.S. Dollar ETF (USD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WCMQ | USD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 5 |
Median incremental investment | $578.00 | $1,917.72 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $828.00 | $1,507.24 |
Average age group | > 35 | > 35 |
Key Summary
WCMQ | USD | |
|---|---|---|
Strategy | WCMQ.AX was created on 2018-09-03 by WCM. The fund's investment portfolio concentrates primarily on total market equity. To exceed the benchmark MSCI All Country World Index ex-Australia before taxes and fees over rolling three-year time periods, and to experience lower volatility than the benchmark. | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ the Fund is designed to go up 10% too, before fees and expenses. Conversely, the Fund will go down if the U.S. dollar falls. |
Top 3 holdings | AppLovin Corp Ordinary Shares - Class A (11.40 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (4.48 %) Saab AB Class B (4.43 %) | USD - UNITED STATES DOLLAR (99.92 %) AUD - AUSTRALIA DOLLAR (0.08 %) |
Top 3 industries | Information Technology (31.16 %) Industrials (20.49 %) Financials (19.21 %) | Other (99.98 %) Communication Services (0.00 %) |
Top 3 countries | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | |
Management fee | 1.25 % | 0.45 % |
Key Summary
WCMQ | USD | |
|---|---|---|
Issuer | WCM | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.45 % |
Price | $10.17 | $15.35 |
Size | $387.470 million | $67.169 million |
10Y return | N/A | 12.29 % |
Annual distribution yield (5Y) | 10.29 % | 2.54 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 01/02/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WCMQ | USD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 5 |
Median incremental investment | $578.00 | $1,917.72 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $828.00 | $1,507.24 |
Average age group | > 35 | > 35 |
Pros and Cons
WCMQ | USD | |
|---|---|---|
Pros |
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Cons |
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WCMQ | USD |
|---|---|
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 |