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Compare MGOC vs. IHVV
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 500 Aud Hedged ETF (IHVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MGOC | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 208 |
Median incremental investment | $908.32 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,904.60 | $3,659.73 |
Average age group | > 35 | > 35 |
Key Summary
MGOC | IHVV | |
|---|---|---|
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. | IHVV.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities. |
Top 3 holdings | Microsoft Corp (7.50 %) Amazon.com Inc (7.10 %) Mastercard Inc Class A (4.57 %) | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) |
Top 3 industries | Communication Services (23.97 %) Financials (18.97 %) Information Technology (16.04 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (94.52 %) | |
Management fee | 1.35 % | 0.1 % |
Key Summary
MGOC | IHVV | |
|---|---|---|
Issuer | Magellan | iShares |
Tracking index | S&P 500 Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.35 % | 0.1 % |
Price | $3.13 | $56.96 |
Size | $7.193 billion | $2.631 billion |
10Y return | N/A | 121.79 % |
Annual distribution yield (5Y) | 5.27 % | 4.76 % |
Market | ASX | ASX |
First listed date | 29/11/2020 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MGOC | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 208 |
Median incremental investment | $908.32 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,904.60 | $3,659.73 |
Average age group | > 35 | > 35 |
Pros and Cons
MGOC | IHVV | |
|---|---|---|
Pros |
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Cons |
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MGOC | IHVV |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |