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Compare MGOC vs. QOZ
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 Betashares FTSE Rafi Australia 200 ETF (QOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MGOC | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 42 | 67 |
Median incremental investment | $993.50 | $1,200.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,081.70 | $2,828.28 |
Average age group | > 35 | > 35 |
Key Summary
MGOC | QOZ | |
|---|---|---|
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. | QOZ.AX was created on 2013-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the BetaShares FTSE RAFI Australia 200 ETF is to provide an investment return that tracks the performance of the FTSE RAFI Australia 200 Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Amazon.com Inc (8.10 %) Microsoft Corp (7.53 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.35 %) | SPI 200 FUTURES MAR26 (0 %) BHP GROUP LTD (14.51 %) COMMONWEALTH BANK OF AUSTRALIA (6.73 %) |
Top 3 industries | Consumer Discretionary (24.19 %) Other (18.92 %) Communication Services (17.48 %) | Financials (31.95 %) Materials (24.29 %) Energy (7.33 %) |
Top 3 countries | Australia (92.20 %) United States (6.36 %) United Kingdom of Great Britain and Northern Ireland (0.94 %) | |
Management fee | 1.35 % | 0.4 % |
Key Summary
MGOC | QOZ | |
|---|---|---|
Issuer | Magellan | BetaShares |
Tracking index | FTSE RAFI Australia 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.35 % | 0.4 % |
Price | $2.70 | $19.24 |
Size | $7.047 billion | $1.034 billion |
10Y return | N/A | 80.15 % |
Annual distribution yield (5Y) | 5.76 % | 5.35 % |
Market | ASX | ASX |
First listed date | 29/11/2020 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MGOC | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 42 | 67 |
Median incremental investment | $993.50 | $1,200.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,081.70 | $2,828.28 |
Average age group | > 35 | > 35 |
Pros and Cons
MGOC | QOZ | |
|---|---|---|
Pros |
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Cons |
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MGOC | QOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |