Compare AU
Compare MGOC vs. UTIP
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 UTIP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MGOC | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 2 |
Median incremental investment | $807.15 | $4,192.00 |
Median investment frequency | Monthly | Daily |
Median total investment | $3,302.40 | $17,048.52 |
Average age group | > 35 | > 35 |
Key Summary
MGOC | UTIP | |
|---|---|---|
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. | UTIP.AX was created on 2023-09-18 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Global Inflation-Linked: U.S. TIPS Total Return Index Hedged AUD, before taking into account fees and expenses. |
Top 3 holdings | Magellan Global Fund (Open Class) (Managed Fund) (100 %) | United States Treasury Notes 1.875% (4.03 %) United States Treasury Notes 1.75% (3.82 %) United States Treasury Notes 1.125% (3.55 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 1.35 % | 0.22 % |
Key Summary
MGOC | UTIP | |
|---|---|---|
Issuer | Magellan | BetaShares |
Tracking index | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 1.35 % | 0.22 % |
Price | $3.44 | $25.56 |
Size | N/A | $186.032 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 2.74 % | 0.39 % |
Market | ASX | ASX |
First listed date | 29/11/2020 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MGOC | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 2 |
Median incremental investment | $807.15 | $4,192.00 |
Median investment frequency | Monthly | Daily |
Median total investment | $3,302.40 | $17,048.52 |
Average age group | > 35 | > 35 |
Pros and Cons
MGOC | UTIP | |
|---|---|---|
Pros |
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Cons |
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MGOC | UTIP |
|---|---|
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |