Compare AU
Compare MGOC vs. AQLT
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are MGOC and AQLT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MGOC | AQLT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 37 |
Median incremental investment | $807.15 | $3,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,264.00 | $5,388.36 |
Average age group | > 35 | > 35 |
Key Summary
MGOC | AQLT | |
|---|---|---|
Strategy | MGOC.AX was created on 2007-07-01 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. The investment objectives of the Fund are to achieve attractive risk-adjusted returns over the medium to long-term while reducing the risk of permanent capital loss. The Fund aims to deliver 9% p.a. net of fees over the economic cycle. | AQLT.AX was created on 2022-04-04 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 271.68m in AUM and 38 holdings. AQLT.AX aims to track an index (before fees and expenses) that comprises 40 high quality companies, selected based on three quality metrics high return on equity, low leverage and relative earnings stability. |
Top 3 holdings | Magellan Global Fund (Open Class) (Managed Fund) (100 %) | SPI 200 FUTURES SEP24 (0 %) TELSTRA GROUP LTD (6.82 %) COMMONWEALTH BANK OF AUSTRALIA (6.09 %) |
Top 3 industries | Financials (37.43 %) Materials (13.28 %) Consumer Discretionary (10.82 %) | |
Top 3 countries | Australia (95.56 %) United States (3.31 %) China (1.13 %) | |
Management fee | 1.35 % | 0.35 % |
Key Summary
MGOC | AQLT | |
|---|---|---|
Issuer | Magellan | BetaShares |
Tracking index | Solactive Australia 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.35 % | 0.35 % |
Price | $3.40 | $32.24 |
Size | N/A | $298.519 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 2.74 % | 2.12 % |
Market | ASX | ASX |
First listed date | 29/11/2020 | 05/04/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MGOC | AQLT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 37 |
Median incremental investment | $807.15 | $3,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,264.00 | $5,388.36 |
Average age group | > 35 | > 35 |
Pros and Cons
MGOC | AQLT | |
|---|---|---|
Pros |
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Cons |
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MGOC | AQLT |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |