Compare AU
Compare DVDY vs. MHOT
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 VanEck Morningstar Australian Moat Income ETF (DVDY) and the VanEck Morningstar Wide Moat (Aud Hedged) ETF (MHOT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DVDY | MHOT | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 2 |
Median incremental investment | $645.00 | $2,553.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,567.68 | $6,242.66 |
Average age group | > 35 | > 35 |
Key Summary
DVDY | MHOT | |
---|---|---|
Strategy | DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. | MHOT.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. MHOT.AX gives investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages according to Morningstars equity research team. MHOT.AX aims to provide investment returns before fees and other costs which track the performance of the Index with returns hedged into Australian dollars. |
Top 3 holdings | Perpetual Ltd (4.44 %) Ansell Ltd (4.44 %) Computershare Ltd (4.39 %) | Bristol-Myers Squibb Co (2.78 %) Alphabet Inc Class A (2.74 %) Corteva Inc (2.71 %) |
Top 3 industries | Financials (30.64 %) Industrials (30.08 %) Consumer Discretionary (20.05 %) | Other (80.34 %) Health Care (10.72 %) Communication Services (4.56 %) |
Top 3 countries | Australia (100.00 %) | United States (98.74 %) Netherlands (1.26 %) |
Management fee | 0.35 % | 0.52 % |
Key Summary
DVDY | MHOT | |
---|---|---|
Issuer | VanEck | VanEck |
Tracking index | Morningstar Australia Dividend Yield Focus Index - AUD | Morningstar Wide Moat Focus Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.52 % |
Price | $22.72 | $135.93 |
Size | $66.679 million | $59.531 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.64 % | 0.11 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DVDY | MHOT | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 2 |
Median incremental investment | $645.00 | $2,553.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,567.68 | $6,242.66 |
Average age group | > 35 | > 35 |
Pros and Cons
DVDY | MHOT | |
---|---|---|
Pros |
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Cons |
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DVDY | MHOT |
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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 |
Higher distribution yield | Lower distribution yield |