Compare AU
Compare WCMQ vs. VGAD
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 Vanguard MSCI Index International Shares (Hedged) ETF (VGAD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WCMQ | VGAD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 515 |
Median incremental investment | $1,006.22 | $2,030.43 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,465.96 | $8,878.51 |
Average age group | > 35 | > 35 |
Key Summary
WCMQ | VGAD | |
|---|---|---|
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. | The aim of Vanguard MSCI Index International Shares (Hedged) ETF is to track the return of the MSCI World ex-Australia (with net dividends reinvested) before considering fees, expenses, and tax. It also seeks to reduce the impact of foreign exchange fluctuations on the fund's performance by hedging it to the Australian dollar. |
Top 3 holdings | AppLovin Corp Ordinary Shares - Class A (7.27 %) 3i Group Ord (4.65 %) Amazon.com Inc (4.65 %) | Apple Inc. (5.41 %) Microsoft Corp. (4.14 %) Amazon.com Inc. (2.15 %) |
Top 3 industries | Financials (27.78 %) Information Technology (25.19 %) Consumer Discretionary (11.34 %) | Information Technology (22.51 %) Financials (13.70 %) Health Care (12.53 %) |
Top 3 countries | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | United States (72.94 %) Japan (5.73 %) United Kingdom of Great Britain and Northern Ireland (3.77 %) |
Management fee | 1.25 % | 0.21 % |
Key Summary
WCMQ | VGAD | |
|---|---|---|
Issuer | WCM | Vanguard |
Tracking index | MSCI World ex Australia - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.21 % |
Price | $11.05 | $106.72 |
Size | $380.903 million | N/A |
10Y return | N/A | 94.53 % |
Annual distribution yield (5Y) | 3.86 % | 3.46 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 20/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WCMQ | VGAD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 515 |
Median incremental investment | $1,006.22 | $2,030.43 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,465.96 | $8,878.51 |
Average age group | > 35 | > 35 |
Pros and Cons
WCMQ | VGAD | |
|---|---|---|
Pros |
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Cons |
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WCMQ | VGAD |
|---|---|
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 |