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Compare MGOC vs. HCRD
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 Magellan Global Fund -Open Class Units -Active ETF (MGOC) and the Betashares Interest Rate Hedged Aus Corp Bond ETF (HCRD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MGOC | HCRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 41 | 4 |
Median incremental investment | $995.89 | $7,320.35 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,136.00 | $50,023.87 |
Average age group | > 35 | > 35 |
Key Summary
MGOC | HCRD | |
|---|---|---|
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. | HCRD.AX was created on 2022-11-14 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Investment Grade Corporate Bond Select DH Index, before taking into account fees and expenses. |
Top 3 holdings | Amazon.com Inc (8.10 %) Microsoft Corp (7.53 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.35 %) | EMIRATES NBD BANK PJSC 5.913% JUN-35 (2.80 %) AROUNDTOWN SA 6.65% FEB-36 (2.35 %) STOCKLAND TRUST 5.346% OCT-35 (2.33 %) |
Top 3 industries | Consumer Discretionary (24.19 %) Other (18.92 %) Communication Services (17.48 %) | Other (99.06 %) Communication Services (0.94 %) |
Top 3 countries | United States (73.98 %) France (5.93 %) Taiwan (5.37 %) | |
Management fee | 1.35 % | 0.29 % |
Key Summary
MGOC | HCRD | |
|---|---|---|
Issuer | Magellan | BetaShares |
Tracking index | Solactive Australian Investment Grade Corporate Bond Select Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.35 % | 0.29 % |
Price | $2.68 | $25.25 |
Size | $4.909 billion | $259.618 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.76 % | 3.47 % |
Market | ASX | ASX |
First listed date | 29/11/2020 | 15/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MGOC | HCRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 41 | 4 |
Median incremental investment | $995.89 | $7,320.35 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,136.00 | $50,023.87 |
Average age group | > 35 | > 35 |
Pros and Cons
MGOC | HCRD | |
|---|---|---|
Pros |
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Cons |
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MGOC | HCRD |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |