Back
Compare AU
Compare MFOA vs. REIT
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 VanEck Ftse International Property (Aud Hedged) ETF (REIT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MFOA | REIT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 97 |
Median incremental investment | $565.60 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,989.35 | $1,492.48 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
MFOA | REIT | |
|---|---|---|
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). | REIT.AX was created on 2019-03-29 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. The ETF currently has 777.07m in AUM and 309 holdings. REIT.AX seeks to provide investors with access to a diversified portfolio of international property securities |
Top 3 holdings | BHP Group Ltd (4.17 %) National Australia Bank Ltd (3.49 %) ANZ Group Holdings Ltd (3.17 %) | Welltower Inc (8.51 %) Prologis Inc (7.62 %) Equinix Inc (6.26 %) |
Top 3 industries | Other (70.40 %) Materials (13.15 %) Health Care (11.52 %) | Real Estate (100.00 %) Other (5.82 %) |
Top 3 countries | Australia (83.13 %) United States (9.91 %) New Zealand (4.73 %) | United States (72.00 %) Japan (5.79 %) Singapore (3.61 %) |
Management fee | 0 % | 0.43 % |
Key Summary
MFOA | REIT | |
|---|---|---|
Issuer | Milford | VanEck |
Tracking index | RBA Cash Rate - AUD - Benchmark TR Gross | FTSE EPRA NAREIT Developed ex Australia Rental Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0 % | 0.43 % |
Price | $11.29 | $17.07 |
Size | N/A | $761.258 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.09 % | 4.24 % |
Market | ASX | ASX |
First listed date | 15/01/2023 | 02/04/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MFOA | REIT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 97 |
Median incremental investment | $565.60 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,989.35 | $1,492.48 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
MFOA | REIT | |
|---|---|---|
Pros |
|
|
Cons |
|
|
MFOA | REIT |
|---|---|
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 price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |