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Compare MGOC vs. USTB
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 Global X Us Treasury Bond (Currency Hedged) ETF (USTB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MGOC | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 3 |
Median incremental investment | $990.50 | $750.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,515.14 | $578.46 |
Average age group | > 35 | > 35 |
Key Summary
MGOC | USTB | |
|---|---|---|
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. | USTB.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. ETFS US Treasury Bond (Currency Hedged) ETF (ASX Code: USTB.AX) invests in US Treasuries across the yield curve while providing currency hedging. US Treasuries are some of the most liquid and closely followed investments in the world. |
Top 3 holdings | Amazon.com Inc (7.90 %) Microsoft Corp (7.52 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.11 %) | United States Treasury Notes 4.625% (0.83 %) United States Treasury Notes 4.375% (0.82 %) United States Treasury Notes 4.25% (0.81 %) |
Top 3 industries | Consumer Discretionary (24.19 %) Other (18.92 %) Communication Services (17.48 %) | |
Top 3 countries | ||
Management fee | 1.35 % | 0.19 % |
Key Summary
MGOC | USTB | |
|---|---|---|
Issuer | Magellan | Global X |
Tracking index | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 1.35 % | 0.19 % |
Price | $3.14 | $9.33 |
Size | $7.047 billion | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.27 % | 2.18 % |
Market | ASX | ASX |
First listed date | 29/11/2020 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MGOC | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 3 |
Median incremental investment | $990.50 | $750.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,515.14 | $578.46 |
Average age group | > 35 | > 35 |
Pros and Cons
MGOC | USTB | |
|---|---|---|
Pros |
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Cons |
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MGOC | USTB |
|---|---|
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |