Compare AU
Compare WDIV vs. WCMQ
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 SPDR S&P Global Dividend Fund (WDIV) and the WCM Quality Global Growth Fund (Quoted Managed Fund) (WCMQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WDIV | WCMQ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 1 |
Median incremental investment | $654.39 | $1,006.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,470.50 | $1,452.56 |
Average age group | > 35 | > 35 |
Key Summary
WDIV | WCMQ | |
---|---|---|
Strategy | WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The SPDR S&P Global Dividend Fund seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats AUD Index. | 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. |
Top 3 holdings | Altria Group Inc (2.66 %) Highwoods Properties Inc (2.39 %) Solvay SA (2.27 %) | AppLovin Corp Ordinary Shares - Class A (6.22 %) GE Aerospace (4.72 %) Amazon.com Inc (4.70 %) |
Top 3 industries | Industrials (30.46 %) Real Estate (29.95 %) Consumer Staples (23.10 %) | Information Technology (31.52 %) Other (17.50 %) Health Care (17.32 %) |
Top 3 countries | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) |
Management fee | 0.35 % | 1.25 % |
Key Summary
WDIV | WCMQ | |
---|---|---|
Issuer | SPDR | WCM |
Tracking index | S&P Global Dividend Aristocrats Index sp_43 | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 1.25 % |
Price | $20.25 | $10.84 |
Size | $285.997 million | $402.147 million |
10Y return | 18.08 % | N/A |
Annual distribution yield (5Y) | 4.85 % | 3.86 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 03/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WDIV | WCMQ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 1 |
Median incremental investment | $654.39 | $1,006.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,470.50 | $1,452.56 |
Average age group | > 35 | > 35 |
Pros and Cons
WDIV | WCMQ | |
---|---|---|
Pros |
|
|
Cons |
|
|
WDIV | WCMQ |
---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |