Compare AU
Compare WCMQ vs. VTS
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 US Total Market (VTS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WCMQ | VTS | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 1 | 2,894 |
Median incremental investment | $1,006.22 | $1,272.15 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,433.80 | $5,154.49 |
Average age group | > 35 | > 35 |
Key Summary
WCMQ | VTS | |
|---|---|---|
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. | Vanguard U.S. Total Market Shares Index ETF (ASX: VTS) seeks to track the performance of the CRSP US Total Market Index before account fees, expenses and taxes. The index tracks the large, mid, small and micro-cap stocks on the US stock market, thus representing nearly 100% of the investable US stock market. |
Top 3 holdings | AppLovin Corp Ordinary Shares - Class A (6.22 %) GE Aerospace (4.72 %) Amazon.com Inc (4.70 %) | Apple Inc. (5.56 %) Microsoft Corp. (4.68 %) Amazon.com Inc. (2.06 %) |
Top 3 industries | Information Technology (31.52 %) Other (17.50 %) Health Care (17.32 %) | Information Technology (25.02 %) Health Care (15.04 %) Financials (10.84 %) |
Top 3 countries | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | United States (99.41 %) Switzerland (0.25 %) Canada (0.12 %) |
Management fee | 1.25 % | 0.03 % |
Key Summary
WCMQ | VTS | |
|---|---|---|
Issuer | WCM | Vanguard |
Tracking index | CRSP U.S. Total Market Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.03 % |
Price | $10.70 | $466.80 |
Size | $395.578 million | $30.252 million |
10Y return | N/A | 255.93 % |
Annual distribution yield (5Y) | 3.86 % | 1.34 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 08/05/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WCMQ | VTS | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 1 | 2,894 |
Median incremental investment | $1,006.22 | $1,272.15 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,433.80 | $5,154.49 |
Average age group | > 35 | > 35 |
Pros and Cons
WCMQ | VTS | |
|---|---|---|
Pros |
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Cons |
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WCMQ | VTS |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |