Compare AU
Compare HLTH vs. MTUM
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 Global Healthcare Leaders ETF (HLTH) and the BetaShares Australian Momentum ETF (MTUM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HLTH | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 59 | 2 |
Median incremental investment | $541.05 | $504.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,596.64 | $597.49 |
Average age group | > 35 | 26 - 35 |
Key Summary
HLTH | MTUM | |
|---|---|---|
Strategy | HLTH.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on health care equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. | N/A |
Top 3 holdings | Exelixis Inc (3.07 %) Waters Corp (2.66 %) Intuitive Surgical Inc (2.58 %) | COMMONWEALTH BANK OF AUSTRALIA (9.88 %) WESTPAC BANKING CORP (9.72 %) NATIONAL AUSTRALIA BANK LTD (9.59 %) |
Top 3 industries | Health Care (100.00 %) Other (9.88 %) | Financials (53.29 %) Consumer Discretionary (13.35 %) Real Estate (11.49 %) |
Top 3 countries | United States (68.78 %) Japan (13.50 %) Denmark (7.34 %) | |
Management fee | 0.45 % | 0 % |
Key Summary
HLTH | MTUM | |
|---|---|---|
Issuer | VanEck | |
Tracking index | MarketGrader Developed Markets ex-Australia Health Care Index - AUD | |
Asset class | ETF | Stock |
Management fee | 0.45 % | 0 % |
Price | $11.74 | $27.79 |
Size | $51.163 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.58 % | 0.19 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 23/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HLTH | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 59 | 2 |
Median incremental investment | $541.05 | $504.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,596.64 | $597.49 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
HLTH | MTUM | |
|---|---|---|
Pros |
| |
Cons |
|
HLTH | MTUM |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher dividend/distribution yield | Lower dividend/distribution yield |