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Compare MFOA vs. LEVR
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 First Sentier Geared Australian Share Complex ETF (LEVR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MFOA | LEVR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $693.50 | $3,056.34 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,374.66 | $2,734.50 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
MFOA | LEVR | |
|---|---|---|
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). | LEVR.AX was created on 2023-09-25 by First Sentier. The fund's investment portfolio concentrates primarily on large cap equity. To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The Fund aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven-year periods before fees and taxes. |
Top 3 holdings | BHP Group Ltd (4.15 %) Westpac Banking Corp (3.32 %) CSL Ltd (3.25 %) | Commonwealth Bank of Australia (10.51 %) BHP Group Ltd (10.35 %) National Australia Bank Ltd (8.02 %) |
Top 3 industries | Other (70.40 %) Materials (13.15 %) Health Care (11.52 %) | Financials (44.89 %) Materials (16.30 %) Health Care (11.85 %) |
Top 3 countries | ||
Management fee | 0 % | 0 % |
Key Summary
MFOA | LEVR | |
|---|---|---|
Issuer | Milford | First Sentier |
Tracking index | RBA Cash Rate - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0 % | 0 % |
Price | $11.49 | $1.50 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.09 % | 2.74 % |
Market | ASX | ASX |
First listed date | 15/01/2023 | 14/05/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MFOA | LEVR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $693.50 | $3,056.34 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,374.66 | $2,734.50 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
MFOA | LEVR | |
|---|---|---|
Pros |
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Cons |
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MFOA | LEVR |
|---|---|
Lower distribution yield | Higher distribution yield |