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Compare WCMQ vs. WXOZ

Compare shares and ETFs on the ASX that you can trade on Pearler.

WCM Quality Global Growth Fund (Quoted Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 SPDR S&P World Ex Australia Carbon Control Fund (WXOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

WCMQ

WXOZ

Popularity

Low

Low

Pearlers invested

1

11

Median incremental investment

$1,006.22

$1,190.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,478.02

$2,510.22

Average age group

> 35

> 35


Key Summary

WCMQ

WXOZ

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.

WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 405.4m in AUM and 763 holdings. The Investment Objective of SPDR S&P World Ex Australia Carbon Control Fund is to match the performance of its Index before fees and other costs.

Top 3 holdings

AppLovin Corp Ordinary Shares - Class A (6.22 %)

GE Aerospace (4.72 %)

Amazon.com Inc (4.70 %)

Apple Inc (5.57 %)

Microsoft Corp (4.63 %)

NVIDIA Corp (4.49 %)

Top 3 industries

Information Technology (31.52 %)

Other (17.50 %)

Health Care (17.32 %)

Information Technology (59.79 %)

Communication Services (13.62 %)

Health Care (8.94 %)

Top 3 countries

United States (71.21 %)

Canada (4.84 %)

Denmark (4.43 %)

United States (66.13 %)

Japan (8.26 %)

United Kingdom of Great Britain and Northern Ireland (4.57 %)

Management fee

1.25 %

0.07 %


Key Summary

WCMQ

WXOZ

Issuer

WCM

SPDR

Tracking index

S&P Developed ex Australia LargeMidCap AUD Index - AUD

Asset class

ETF

ETF

Management fee

1.25 %

0.07 %

Price

$11.03

$49.22

Size

$383.482 million

$418.103 million

10Y return

N/A

114.00 %

Annual distribution yield (5Y)

3.86 %

5.73 %

Market

ASX

ASX

First listed date

03/09/2018

19/03/2013

Purchase fee

$6.50

$6.50


Community Stats

WCMQ

WXOZ

Popularity

Low

Low

Pearlers invested

1

11

Median incremental investment

$1,006.22

$1,190.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,478.02

$2,510.22

Average age group

> 35

> 35


Pros and Cons

WCMQ

WXOZ

Pros

  • Higher exposure to US market

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

WCMQ

WXOZ

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

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