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Compare IOZ 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 iShares Core S&P/ASX 200 ETF (IOZ) 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
IOZ | MHOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 959 | 4 |
Median incremental investment | $998.84 | $1,963.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,898.18 | $6,946.24 |
Average age group | > 35 | > 35 |
Key Summary
IOZ | MHOT | |
|---|---|---|
Strategy | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. | 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 | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) | Huntington Ingalls Industries Inc (3.64 %) United Parcel Service Inc Class B (3.09 %) Bristol-Myers Squibb Co (3.08 %) |
Top 3 industries | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) | Other (79.68 %) Industrials (6.90 %) Information Technology (6.82 %) |
Top 3 countries | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) | United States (97.57 %) Netherlands (2.43 %) |
Management fee | 0.05 % | 0.52 % |
Key Summary
IOZ | MHOT | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | S&P ASX 200 | Morningstar Wide Moat Focus Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.52 % |
Price | $35.78 | $141.76 |
Size | $8.340 billion | $30.506 million |
10Y return | 66.26 % | N/A |
Annual distribution yield (5Y) | 4.03 % | 4.61 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | MHOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 959 | 4 |
Median incremental investment | $998.84 | $1,963.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,898.18 | $6,946.24 |
Average age group | > 35 | > 35 |
Pros and Cons
IOZ | MHOT | |
|---|---|---|
Pros |
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Cons |
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IOZ | 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 |
Lower distribution yield | Higher distribution yield |