Compare AU
Compare EX20 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 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 | $1,992.00 | $2,553.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,423.07 | $6,418.84 |
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 (2.92 %) SUNCORP GROUP LTD (2.79 %) RESMED INC (2.70 %) | Bristol-Myers Squibb Co (2.78 %) Alphabet Inc Class A (2.74 %) Corteva Inc (2.71 %) |
Top 3 industries | Materials (15.54 %) Financials (15.20 %) Industrials (13.30 %) | Other (79.87 %) Health Care (11.12 %) Communication Services (4.54 %) |
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 | $22.36 | $137.35 |
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 | $1,992.00 | $2,553.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,423.07 | $6,418.84 |
Average age group | > 35 | > 35 |
Pros and Cons
EX20 | MHOT | |
|---|---|---|
Pros |
|
|
Cons |
|
|
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 |