Compare AU
Compare WCMQ vs. WDMF
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 Edge MSCI World Multifactor (WDMF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WCMQ | WDMF | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $1,006.22 | $15,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,455.24 | $144,768.00 |
Average age group | > 35 | > 35 |
Key Summary
WCMQ | WDMF | |
---|---|---|
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. | WDMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 165.37m in AUM and 437 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. |
Top 3 holdings | AppLovin Corp Ordinary Shares - Class A (6.22 %) GE Aerospace (4.72 %) Amazon.com Inc (4.70 %) | MICROSOFT CORP (4.67 %) APPLE INC (4.18 %) NVIDIA CORP (4.14 %) |
Top 3 industries | Information Technology (31.52 %) Other (17.50 %) Health Care (17.32 %) | Information Technology (26.81 %) Financials (15.04 %) Consumer Discretionary (12.37 %) |
Top 3 countries | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | United States (68.87 %) Japan (7.42 %) Canada (2.86 %) |
Management fee | 1.25 % | 0.35 % |
Key Summary
WCMQ | WDMF | |
---|---|---|
Issuer | WCM | iShares |
Tracking index | MSCI World Diversified Multiple-Factor (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.35 % |
Price | $10.86 | $48.00 |
Size | $383.482 million | $170.805 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 5.03 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WCMQ | WDMF | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $1,006.22 | $15,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,455.24 | $144,768.00 |
Average age group | > 35 | > 35 |
Pros and Cons
WCMQ | WDMF | |
---|---|---|
Pros |
|
|
Cons |
|
|
WCMQ | WDMF |
---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |