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Compare MGOC vs. IHD
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 iShares S&P/ASX Div Opportunities Esg Screened ETF (IHD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MGOC | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 68 |
Median incremental investment | $990.50 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,515.14 | $1,633.13 |
Average age group | > 35 | > 35 |
Key Summary
MGOC | IHD | |
|---|---|---|
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. | IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 356.17m in AUM and 50 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations |
Top 3 holdings | Amazon.com Inc (7.90 %) Microsoft Corp (7.52 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.11 %) | WESTPAC BANKING CORPORATION CORP (10.34 %) NATIONAL AUSTRALIA BANK LTD (9.88 %) ANZ GROUP HOLDINGS LTD (9.84 %) |
Top 3 industries | Consumer Discretionary (24.19 %) Other (18.92 %) Communication Services (17.48 %) | Financials (44.69 %) Materials (25.27 %) Industrials (15.28 %) |
Top 3 countries | Australia (99.25 %) New Zealand (0.75 %) | |
Management fee | 1.35 % | 0.23 % |
Key Summary
MGOC | IHD | |
|---|---|---|
Issuer | Magellan | iShares |
Tracking index | S&P/ASX Dividend Opportunities Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.35 % | 0.23 % |
Price | $3.16 | $16.61 |
Size | $7.047 billion | $347.811 million |
10Y return | N/A | 23.68 % |
Annual distribution yield (5Y) | 5.27 % | 5.40 % |
Market | ASX | ASX |
First listed date | 29/11/2020 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MGOC | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 68 |
Median incremental investment | $990.50 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,515.14 | $1,633.13 |
Average age group | > 35 | > 35 |
Pros and Cons
MGOC | IHD | |
|---|---|---|
Pros |
| |
Cons |
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MGOC | IHD |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |