Compare AU
Compare WCMQ vs. WVOL
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 Minimum Volatility (WVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WCMQ | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 4 |
Median incremental investment | $1,006.22 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,455.24 | $3,654.27 |
Average age group | > 35 | > 35 |
Key Summary
WCMQ | WVOL | |
|---|---|---|
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. | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 91.51m in AUM and 386 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) 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 %) | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) |
Top 3 industries | Information Technology (31.52 %) Other (17.50 %) Health Care (17.32 %) | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) |
Top 3 countries | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) |
Management fee | 1.25 % | 0.3 % |
Key Summary
WCMQ | WVOL | |
|---|---|---|
Issuer | WCM | iShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.3 % |
Price | $10.86 | $42.74 |
Size | $383.482 million | $89.893 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 2.71 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WCMQ | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 4 |
Median incremental investment | $1,006.22 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,455.24 | $3,654.27 |
Average age group | > 35 | > 35 |
Pros and Cons
WCMQ | WVOL | |
|---|---|---|
Pros |
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Cons |
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WCMQ | WVOL |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |