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Compare MFOA vs. FRGG
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 Milford Australian Absolute Growth Complex ETF (MFOA) and the Franklin Global Growth Fund - Active ETF (FRGG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MFOA | FRGG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $693.50 | $1,501.25 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $1,374.66 | $1,482.00 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
MFOA | FRGG | |
|---|---|---|
Strategy | MFOA.AX was created on 2023-01-16 by Milford. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. The Fund targets absolute returns with an annualised return objective of 5% above the RBA cash rate while seeking to preserve investor capital over rolling three year periods (net of fees). | FRGG.AX was created on 2024-04-15 by Franklin. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the MSCI World ex Australia Index NR, in Australian dollar terms after fees and expenses (but before taxes), over the medium to longer term. |
Top 3 holdings | BHP Group Ltd (4.15 %) Westpac Banking Corp (3.32 %) CSL Ltd (3.25 %) | Hubbell Inc (4.30 %) Amazon.com Inc (3.85 %) AstraZeneca PLC (3.47 %) |
Top 3 industries | Other (70.40 %) Materials (13.15 %) Health Care (11.52 %) | Information Technology (42.27 %) Consumer Discretionary (20.65 %) Industrials (18.87 %) |
Top 3 countries | Australia (83.13 %) United States (9.91 %) New Zealand (4.73 %) | United States (61.92 %) Switzerland (5.73 %) United Kingdom of Great Britain and Northern Ireland (3.56 %) |
Management fee | 0 % | 0.9 % |
Key Summary
MFOA | FRGG | |
|---|---|---|
Issuer | Milford | Franklin |
Tracking index | RBA Cash Rate - AUD - Benchmark TR Gross | MSCI World ex Australia Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0 % | 0.9 % |
Price | $11.50 | $2.08 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.09 % | 13.58 % |
Market | ASX | ASX |
First listed date | 15/01/2023 | 14/04/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MFOA | FRGG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $693.50 | $1,501.25 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $1,374.66 | $1,482.00 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
MFOA | FRGG | |
|---|---|---|
Pros |
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Cons |
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MFOA | FRGG |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |