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Compare MCCL vs. IISV
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 Intell Investor Select Value Shr Fund - Active ETF (IISV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MCCL | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 35 | 13 |
Median incremental investment | $1,010.00 | $819.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,332.86 | $6,732.96 |
Average age group | 26 - 35 | > 35 |
Key Summary
MCCL | IISV | |
|---|---|---|
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 | IISV.AX was created on 2023-03-31 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to outperform the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment |
Top 3 holdings | GE Vernova Inc (9.23 %) NextEra Energy Inc (8.82 %) Linde PLC (7.10 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.77 %) Visa Inc Class A (6.03 %) Mineral Resources Ltd (5.79 %) |
Top 3 industries | Industrials (51.61 %) Utilities (24.55 %) Information Technology (12.27 %) | Financials (44.46 %) Consumer Discretionary (19.20 %) Other (17.74 %) |
Top 3 countries | United States (73.26 %) Germany (11.93 %) China (6.07 %) | United States (35.77 %) United Kingdom of Great Britain and Northern Ireland (19.48 %) Australia (15.58 %) |
Management fee | 0.9 % | 0.97 % |
Key Summary
MCCL | IISV | |
|---|---|---|
Issuer | Munro | Intelligent Investor |
Tracking index | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.9 % | 0.97 % |
Price | $19.77 | $3.38 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.91 % | 3.97 % |
Market | ASX | ASX |
First listed date | 19/01/2022 | 30/03/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MCCL | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 35 | 13 |
Median incremental investment | $1,010.00 | $819.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,332.86 | $6,732.96 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MCCL | IISV | |
|---|---|---|
Pros |
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Cons |
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MCCL | IISV |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |