Compare AU

Compare EX20 vs. MHOT

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

BetaShares Australian Ex-20 Portfolio Diversifier ETF

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 BetaShares Australian Ex-20 Portfolio Diversifier ETF (EX20) 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

EX20

MHOT

Popularity

Low

Low

Pearlers invested

23

2

Median incremental investment

$1,993.50

$1,963.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,384.92

$2,071.35

Average age group

> 35

> 35


Key Summary

EX20

MHOT

Strategy

EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation.

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

BRAMBLES LTD (2.89 %)

SUNCORP GROUP LTD (2.75 %)

RESMED INC (2.62 %)

Alphabet Inc Class A (2.80 %)

The Walt Disney Co (2.73 %)

Bristol-Myers Squibb Co (2.73 %)

Top 3 industries

Materials (15.85 %)

Financials (14.94 %)

Industrials (13.38 %)

Other (80.60 %)

Health Care (8.57 %)

Communication Services (4.41 %)

Top 3 countries

Australia (89.38 %)

United States (5.50 %)

New Zealand (3.83 %)

United States (98.74 %)

Netherlands (1.26 %)

Management fee

0.25 %

0.52 %


Key Summary

EX20

MHOT

Issuer

BetaShares

VanEck

Tracking index

Nasdaq Australia Completion Cap Index - AUD

Morningstar Wide Moat Focus Index - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.25 %

0.52 %

Price

$21.88

$138.09

Size

$371.232 million

$60.053 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.49 %

0.11 %

Market

ASX

ASX

First listed date

07/10/2016

08/11/2023

Purchase fee

$6.50

$6.50


Community Stats

EX20

MHOT

Popularity

Low

Low

Pearlers invested

23

2

Median incremental investment

$1,993.50

$1,963.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,384.92

$2,071.35

Average age group

> 35

> 35


Pros and Cons

EX20

MHOT

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

EX20

MHOT

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 price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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