Compare AU
Compare MHG vs. AEBD
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 Eq Fund (Currencyhdg) - Active ETF (MHG) and the Betashares Ethical Australian Composite Bond ETF (AEBD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MHG | AEBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $1,494.59 | $5,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,072.04 | $5,050.98 |
Average age group | > 35 | > 35 |
Key Summary
MHG | AEBD | |
|---|---|---|
Strategy | MHG.AX was created on 2015-08-04 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. To achieve attractive risk-adjusted investment returns over the medium to long-term, While reducing the risk of permanent capital loss. | AEBD.AX was created on 2024-11-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Australian Enhanced Yield Ethically Screened Composite Bond Index, before taking into account fees and expenses. |
Top 3 holdings | Amazon.com Inc (8.21 %) Microsoft Corp (7.29 %) Mastercard Inc Class A (4.44 %) | AUSTRALIA GOVERNMENT BOND 2.75% JUN-35 (1.59 %) AUSTRALIA GOVERNMENT BOND 3.75% APR-37 (1.55 %) TOYOTA FINANCE AUSTRALIA LTD 5.2% JAN-30 (1.51 %) |
Top 3 industries | Information Technology (41.19 %) Consumer Discretionary (24.92 %) Financials (17.08 %) | |
Top 3 countries | United States (77.86 %) Germany (4.93 %) Netherlands (4.50 %) | |
Management fee | 1.35 % | 0.34 % |
Key Summary
MHG | AEBD | |
|---|---|---|
Issuer | Magellan | BetaShares |
Tracking index | MSCI World Index - Hedged to AUD | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 1.35 % | 0.34 % |
Price | $3.72 | $51.74 |
Size | N/A | $44.070 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.33 % | 0.30 % |
Market | ASX | ASX |
First listed date | 10/08/2015 | 05/11/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MHG | AEBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $1,494.59 | $5,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,072.04 | $5,050.98 |
Average age group | > 35 | > 35 |
Pros and Cons
MHG | AEBD | |
|---|---|---|
Pros |
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Cons |
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MHG | AEBD |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |