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Compare MCGG vs. UTIP
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 Concentrated Global Growth Active ETF (MCGG) and the Betashares Inflation Protected Us Trsy Bond Ch ETF (UTIP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MCGG | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 2 |
Median incremental investment | $1,014.14 | $4,192.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,916.25 | $16,058.54 |
Average age group | > 35 | > 35 |
Key Summary
MCGG | UTIP | |
|---|---|---|
Strategy | MCGG.AX was created on 2022-02-03 by Munro. The fund's investment portfolio concentrates primarily on total market equity. To maximise long term capital appreciation primarily through exposure to a concentrated portfolio of growth-oriented equities issued by companies located anywhere in the world, except Australia. | UTIP.AX was created on 2023-09-18 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Global Inflation-Linked: U.S. TIPS Total Return Index Hedged AUD, before taking into account fees and expenses. |
Top 3 holdings | Amazon.com Inc (5.01 %) NVIDIA Corp (4.74 %) Microsoft Corp (4.26 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 2.125% JAN-35 (4.20 %) |
Top 3 industries | Information Technology (20.93 %) Communication Services (18.46 %) Other (17.41 %) | |
Top 3 countries | ||
Management fee | 0.7 % | 0.22 % |
Key Summary
MCGG | UTIP | |
|---|---|---|
Issuer | Munro | BetaShares |
Tracking index | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.7 % | 0.22 % |
Price | $16.34 | $25.95 |
Size | N/A | $192.938 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.62 % | 0.58 % |
Market | ASX | ASX |
First listed date | 02/02/2022 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MCGG | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 2 |
Median incremental investment | $1,014.14 | $4,192.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,916.25 | $16,058.54 |
Average age group | > 35 | > 35 |
Pros and Cons
MCGG | UTIP | |
|---|---|---|
Pros |
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Cons |
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MCGG | UTIP |
|---|---|
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |