Back
Compare AU
Compare MGOC vs. OPPT
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 Magellan Global Opportunities Fund - Active ETF (OPPT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MGOC | OPPT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 6 |
Median incremental investment | $826.14 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,560.00 | $5,197.20 |
Average age group | > 35 | > 35 |
Key Summary
MGOC | OPPT | |
|---|---|---|
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. | OPPT.AX was created on 2019-10-11 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Trust is to achieve attractive risk-adjusted returns over the medium to long-term. |
Top 3 holdings | Amazon.com Inc (8.08 %) Microsoft Corp (7.94 %) Meta Platforms Inc Class A (5.11 %) | Meta Platforms Inc Class A (8.27 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (7.97 %) Microsoft Corp (7.64 %) |
Top 3 industries | Consumer Discretionary (24.19 %) Other (18.92 %) Communication Services (17.48 %) | |
Top 3 countries | ||
Management fee | 1.35 % | 0 % |
Key Summary
MGOC | OPPT | |
|---|---|---|
Issuer | Magellan | Magellan |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.35 % | 0 % |
Price | $3.20 | $1.83 |
Size | $7.047 billion | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.27 % | 5.83 % |
Market | ASX | ASX |
First listed date | 29/11/2020 | 30/08/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MGOC | OPPT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 6 |
Median incremental investment | $826.14 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,560.00 | $5,197.20 |
Average age group | > 35 | > 35 |
Pros and Cons
MGOC | OPPT | |
|---|---|---|
Pros |
| |
Cons |
|
MGOC | OPPT |
|---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |