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Compare MGOC vs. IVV
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 IVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MGOC | IVV | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 40 | 17,096 |
Median incremental investment | $908.32 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,960.58 | $2,885.80 |
Average age group | > 35 | 26 - 35 |
Key Summary
MGOC | IVV | |
|---|---|---|
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. | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. |
Top 3 holdings | Magellan Global Fund -Open Class Units -Active ETF (100 %) | 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 (99.97 %) Communication Services (0.00 %) |
Top 3 countries | United States (99.92 %) | |
Management fee | 1.35 % | 0.04 % |
Key Summary
MGOC | IVV | |
|---|---|---|
Issuer | Magellan | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 1.35 % | 0.04 % |
Price | $3.18 | $61.40 |
Size | $7.193 billion | $10.949 billion |
10Y return | N/A | 235.36 % |
Annual dividend/ distribution yield (5Y) | 4.23 % | 10.73 % |
Market | ASX | ASX |
First listed date | 29/11/2020 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MGOC | IVV | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 40 | 17,096 |
Median incremental investment | $908.32 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,960.58 | $2,885.80 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MGOC | IVV | |
|---|---|---|
Pros |
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Cons |
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MGOC | IVV |
|---|---|
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 |