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Compare IXJ vs. MFOA
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 Global Healthcare ETF (IXJ) and the Milford Australian Absolute Growth Complex ETF (MFOA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IXJ | MFOA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 304 | 1 |
Median incremental investment | $993.50 | $693.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,040.08 | $1,374.66 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IXJ | MFOA | |
|---|---|---|
Strategy | IXJ.AX was created on 2001-11-13 by iShares. The fund's investment portfolio concentrates primarily on health care equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of global biotechnology, healthcare, medical equipment and pharmaceuticals companies and may include large-, mid- or smallcapitalisation stocks | MFOA.AX was created on 2023-01-16 by Milford. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. The Fund targets absolute returns with an annualised return objective of 5% above the RBA cash rate while seeking to preserve investor capital over rolling three year periods (net of fees). |
Top 3 holdings | ISHARES GLOBAL HEALTHCARE ETF TRUS (99.97 %) USD CASH (0.03 %) AUD CASH (0.00 %) | CSL Ltd (5.75 %) Santos Ltd (3.07 %) ResMed Inc CHESS Depositary Interests on a ratio of 10 CDIs per ord.sh (2.42 %) |
Top 3 industries | Other (99.98 %) Communication Services (0.02 %) | Other (70.40 %) Materials (13.15 %) Health Care (11.52 %) |
Top 3 countries | United States (72.09 %) Switzerland (7.85 %) Denmark (5.19 %) | |
Management fee | 0.46 % | 0 % |
Key Summary
IXJ | MFOA | |
|---|---|---|
Issuer | iShares | Milford |
Tracking index | S&P Global 1200 Healthcare Sector Index - AUD | RBA Cash Rate - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.46 % | 0 % |
Price | $145.94 | $11.19 |
Size | $1.483 billion | N/A |
10Y return | 99.15 % | N/A |
Annual distribution yield (5Y) | 1.26 % | 2.28 % |
Market | ASX | ASX |
First listed date | 11/03/2009 | 15/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IXJ | MFOA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 304 | 1 |
Median incremental investment | $993.50 | $693.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,040.08 | $1,374.66 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IXJ | MFOA | |
|---|---|---|
Pros |
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Cons |
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IXJ | MFOA |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |