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Compare LEND 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 VanEck Glbl Listed Private Credit (Aud Hedged) ETF (LEND) 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
LEND | MFOA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 1 |
Median incremental investment | $1,233.00 | $693.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,956.93 | $1,374.66 |
Average age group | > 35 | 26 - 35 |
Key Summary
LEND | MFOA | |
|---|---|---|
Strategy | LEND.AX was created on 2024-01-31 by VanEck. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. The Fund does not necessarily aim to perfectly replicate the Reference Index on a one-to-one basis. | 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 | Main Street Capital Corp (8.20 %) Hercules Capital Inc (8.07 %) Golub Capital BDC Inc (7.97 %) | 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 (70.40 %) Materials (13.15 %) Health Care (11.52 %) | |
Top 3 countries | ||
Management fee | 0.65 % | 0 % |
Key Summary
LEND | MFOA | |
|---|---|---|
Issuer | VanEck | Milford |
Tracking index | RBA Cash Rate - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0 % |
Price | $16.88 | $11.36 |
Size | $241.649 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.52 % | 2.28 % |
Market | ASX | ASX |
First listed date | 01/02/2024 | 15/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LEND | MFOA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 1 |
Median incremental investment | $1,233.00 | $693.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,956.93 | $1,374.66 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
LEND | MFOA | |
|---|---|---|
Pros |
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Cons |
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LEND | MFOA |
|---|---|
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |