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Compare MCCL vs. VEFI
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 Vanguard Ethically Conscious Glb Agg Bond Index (Hedged) ETF (VEFI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MCCL | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 30 | 13 |
Median incremental investment | $1,000.50 | $1,533.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,066.73 | $6,020.00 |
Average age group | 26 - 35 | > 35 |
Key Summary
MCCL | VEFI | |
|---|---|---|
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 | VEFI.AX was created on 2018-09-11 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 4.29m in AUM and 2548 holdings. Vanguard Ethically Conscious Global Aggregate Bond Index Fund (Hedged) AUD Hedged seeks to track the return of the Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index Hedged into Australian dollars before taking into account fees, expenses and tax. |
Top 3 holdings | GE Vernova Inc (8.23 %) NextEra Energy Inc (7.54 %) Constellation Energy Corp (6.83 %) | French Republic Government Bond OAT 0.75 2028-11-25 (0.48 %) United States Treasury Note/Bond 0.75 2023-12-31 (0.46 %) Italy Buoni Poliennali Del Tesoro (0.46 %) |
Top 3 industries | Industrials (51.61 %) Utilities (24.55 %) Information Technology (12.27 %) | Financials (0.00 %) |
Top 3 countries | ||
Management fee | 0.9 % | 0.26 % |
Key Summary
MCCL | VEFI | |
|---|---|---|
Issuer | Munro | Vanguard |
Tracking index | Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index hedged in AUD - AUD - Australia Dollar | |
Asset class | ETF | ETF |
Management fee | 0.9 % | 0.26 % |
Price | $18.05 | $43.00 |
Size | N/A | $4.310 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.91 % | 3.41 % |
Market | ASX | ASX |
First listed date | 19/01/2022 | 13/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MCCL | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 30 | 13 |
Median incremental investment | $1,000.50 | $1,533.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,066.73 | $6,020.00 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MCCL | VEFI | |
|---|---|---|
Pros |
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Cons |
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MCCL | VEFI |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |