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Compare LEVR vs. MCCL
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 First Sentier Geared Australian Share Complex ETF (LEVR) and the Munro Climate Change Leaders Fund Active ETF (MCCL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LEVR | MCCL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 29 |
Median incremental investment | $3,056.34 | $1,004.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,707.16 | $2,100.40 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
LEVR | MCCL | |
|---|---|---|
Strategy | LEVR.AX was created on 2023-09-25 by First Sentier. The fund's investment portfolio concentrates primarily on large cap equity. To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The Fund aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven-year periods before fees and taxes. | MCCL.AX was created on 2022-01-20 by Munro. The fund's investment portfolio concentrates primarily on theme equity. The Fund is to maximise long term capital appreciation, by investing primarily in a concentrated long-only portfolio of companies focused on decarbonisation and climate change located anywhere in the world. The Fund aims to achieve a return greater than the MSCI All Country World (Net) Index in $A (Net) over a 5 to 7 year period |
Top 3 holdings | Commonwealth Bank of Australia (10.51 %) BHP Group Ltd (10.35 %) National Australia Bank Ltd (8.02 %) | GE Vernova Inc (8.23 %) NextEra Energy Inc (7.54 %) Constellation Energy Corp (6.83 %) |
Top 3 industries | Financials (44.89 %) Materials (16.30 %) Health Care (11.85 %) | Industrials (51.61 %) Utilities (24.55 %) Information Technology (12.27 %) |
Top 3 countries | Australia (94.34 %) United States (5.66 %) | United States (73.26 %) Germany (11.93 %) China (6.07 %) |
Management fee | 0 % | 0.9 % |
Key Summary
LEVR | MCCL | |
|---|---|---|
Issuer | First Sentier | Munro |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.9 % |
Price | $1.485 | $17.80 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.74 % | 4.91 % |
Market | ASX | ASX |
First listed date | 14/05/2025 | 19/01/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LEVR | MCCL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 29 |
Median incremental investment | $3,056.34 | $1,004.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,707.16 | $2,100.40 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
LEVR | MCCL | |
|---|---|---|
Pros |
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Cons |
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LEVR | MCCL |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |