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Compare MGOC vs. BBUS

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

Magellan Global Fund (Open Class) (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 BBUS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MGOC

BBUS

Popularity

Low

Low

Pearlers invested

39

11

Median incremental investment

$807.15

$4,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$3,264.00

$1,833.06

Average age group

> 35

> 35


Key Summary

MGOC

BBUS

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.

BBUS.AX was created on 2015-08-24 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining U.S. share market. It seeks to generate magnified returns that are negatively correlated to the returns of the U.S. share market (as measured by the S&P 500 index), hedged to Australian dollars.

Top 3 holdings

Magellan Global Fund (Open Class) (Managed Fund) (100 %)

S&P500 EMINI FUT SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (98.14 %)

USD - UNITED STATES DOLLAR (1.86 %)

Top 3 industries

Other (73.66 %)

Communication Services (26.34 %)

Top 3 countries

Management fee

1.35 %

1.38 %


Key Summary

MGOC

BBUS

Issuer

Magellan

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

1.35 %

1.38 %

Price

$3.40

$4.11

Size

N/A

$132.477 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

2.74 %

1.89 %

Market

ASX

ASX

First listed date

29/11/2020

26/08/2015

Purchase fee

$6.50

$6.50


Community Stats

MGOC

BBUS

Popularity

Low

Low

Pearlers invested

39

11

Median incremental investment

$807.15

$4,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$3,264.00

$1,833.06

Average age group

> 35

> 35


Pros and Cons

MGOC

BBUS

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MGOC

BBUS

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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