Compare AU
Compare WCMQ vs. WXOZ
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 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 |
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Cons |
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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 |