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Compare AU

Compare MFOA vs. LEVR

Compare shares and ETFs on the ASX that you can trade on Pearler.

Milford Australian Absolute Growth Complex ETF

ASX

Buy

Buy

Overview
Performance

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

$11,709.84

$2,707.16

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

ANZ Group Holdings Ltd (4.48 %)

National Australia Bank Ltd (3.45 %)

BHP Group Ltd (3.26 %)

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

Australia (83.13 %)

United States (9.91 %)

New Zealand (4.73 %)

Australia (94.34 %)

United States (5.66 %)

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

$11.64

$1.485

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

$11,709.84

$2,707.16

Average age group

26 - 35

26 - 35

Pros and Cons

MFOA

LEVR

Pros

  • Higher exposure to US market

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

MFOA

LEVR

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower distribution yield

Higher distribution yield