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Compare MCCL vs. IHVV
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 Munro Climate Change Leaders Fund Active ETF (MCCL) and the iShares S&P 500 Aud Hedged ETF (IHVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MCCL | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 35 | 259 |
Median incremental investment | $1,007.50 | $1,527.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,439.06 | $5,135.00 |
Average age group | 26 - 35 | > 35 |
Key Summary
MCCL | IHVV | |
|---|---|---|
Strategy | 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 | IHVV.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities. |
Top 3 holdings | GE Vernova Inc (9.23 %) NextEra Energy Inc (8.82 %) Linde PLC (7.10 %) | ISHARES CORE S&P ETF TRUST (97.02 %) USD/AUD (3.12 %) AUD CASH (0.27 %) |
Top 3 industries | Industrials (51.61 %) Utilities (24.55 %) Information Technology (12.27 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (73.26 %) Germany (11.93 %) China (6.07 %) | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) |
Management fee | 0.9 % | 0.001 % |
Key Summary
MCCL | IHVV | |
|---|---|---|
Issuer | Munro | iShares |
Tracking index | S&P 500 Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.9 % | 0.001 % |
Price | $20.53 | $64.65 |
Size | N/A | $3.715 billion |
10Y return | N/A | 147.90 % |
Annual distribution yield (5Y) | 4.91 % | 5.32 % |
Market | ASX | ASX |
First listed date | 19/01/2022 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MCCL | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 35 | 259 |
Median incremental investment | $1,007.50 | $1,527.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,439.06 | $5,135.00 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MCCL | IHVV | |
|---|---|---|
Pros |
| |
Cons |
|
MCCL | IHVV |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |