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Compare MFOA vs. HQLT
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 Betashares Global Quality Leaders Currency Hedged ETF (HQLT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MFOA | HQLT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 5 |
Median incremental investment | $693.50 | $1,047.47 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,374.66 | $7,318.60 |
Average age group | 26 - 35 | > 35 |
Key Summary
MFOA | HQLT | |
|---|---|---|
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). | HQLT.AX was created on 2020-06-05 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the iSTOXX MUTB Global ex-Australia Quality Leaders Index AUD Hedged (the Index), before taking into account fees and expenses. |
Top 3 holdings | BHP Group Ltd (4.15 %) Westpac Banking Corp (3.32 %) CSL Ltd (3.25 %) | NZD - NEW ZEALAND DOLLAR (0 %) LAM RESEARCH CORP (2.54 %) ASML HOLDING NV (2.45 %) |
Top 3 industries | Other (70.40 %) Materials (13.15 %) Health Care (11.52 %) | Other (32.16 %) Information Technology (27.22 %) Industrials (11.08 %) |
Top 3 countries | Australia (83.13 %) United States (9.91 %) New Zealand (4.73 %) | United States (68.86 %) Japan (11.81 %) Switzerland (4.49 %) |
Management fee | 0 % | 0.38 % |
Key Summary
MFOA | HQLT | |
|---|---|---|
Issuer | Milford | BetaShares |
Tracking index | RBA Cash Rate - AUD - Benchmark TR Gross | iSTOXX MUTB Global ex-Australia Quality Leaders Index - AUD |
Asset class | ETF | ETF |
Management fee | 0 % | 0.38 % |
Price | $11.50 | $34.04 |
Size | N/A | $127.016 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.09 % | 2.42 % |
Market | ASX | ASX |
First listed date | 15/01/2023 | 09/06/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MFOA | HQLT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 5 |
Median incremental investment | $693.50 | $1,047.47 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,374.66 | $7,318.60 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MFOA | HQLT | |
|---|---|---|
Pros |
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Cons |
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MFOA | HQLT |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |