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Compare MGOC vs. IHWL
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 Core MSCI World Ex Aus Esg (Aud Hed) ETF (IHWL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MGOC | IHWL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 53 |
Median incremental investment | $990.50 | $1,704.32 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,515.14 | $5,319.18 |
Average age group | > 35 | > 35 |
Key Summary
MGOC | IHWL | |
|---|---|---|
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. | IHWL.AX was created on 2016-04-22 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Investable Market AUD Hedged Index, before fees and expenses. The index is designed to measure the AUD hedged performance of global, developed market large-, mid- and small-capitalisation companies. |
Top 3 holdings | Amazon.com Inc (7.90 %) Microsoft Corp (7.52 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.11 %) | NVIDIA CORP (10.94 %) MICROSOFT CORP (9.12 %) ALPHABET INC CLASS A (2.98 %) |
Top 3 industries | Consumer Discretionary (24.19 %) Other (18.92 %) Communication Services (17.48 %) | Information Technology (31.54 %) Financials (15.76 %) Industrials (10.78 %) |
Top 3 countries | United States (74.50 %) Japan (6.43 %) United Kingdom of Great Britain and Northern Ireland (3.39 %) | |
Management fee | 1.35 % | 0.12 % |
Key Summary
MGOC | IHWL | |
|---|---|---|
Issuer | Magellan | iShares |
Tracking index | MSCI World IMI 100% Hedged to AUD Net Variant | |
Asset class | ETF | ETF |
Management fee | 1.35 % | 0.12 % |
Price | $3.16 | $61.31 |
Size | $7.047 billion | $880.705 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.27 % | 4.42 % |
Market | ASX | ASX |
First listed date | 29/11/2020 | 28/04/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MGOC | IHWL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 53 |
Median incremental investment | $990.50 | $1,704.32 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,515.14 | $5,319.18 |
Average age group | > 35 | > 35 |
Pros and Cons
MGOC | IHWL | |
|---|---|---|
Pros |
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Cons |
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MGOC | IHWL |
|---|---|
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 |