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Compare MHG vs. BOND

Compare shares and ETFs on the ASX that you can trade on Pearler.

Magellan Global Equities Fund Currency Hedged (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 Equities Fund Currency Hedged (Managed Fund) (MHG) and the SPDR S&P/ASX Australian Bond Fund (BOND). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MHG

BOND

Popularity

Low

Low

Pearlers invested

5

12

Median incremental investment

$1,494.46

$520.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$3,750.12

$865.26

Average age group

> 35

26 - 35


Key Summary

MHG

BOND

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.

BOND.AX was created on 2012-07-26 by SPDR. The fund's investment portfolio concentrates primarily on investment grade fixed income. The SPDR S&P/ASX Australian Bond Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX Australian Fixed Interest Index.

Top 3 holdings

Amazon.com Inc (6.77 %)

Microsoft Corp (5.74 %)

SAP SE (4.59 %)

Australia (Commonwealth of) 4.5% (2.13 %)

Top 3 industries

Information Technology (46.20 %)

Communication Services (17.17 %)

Consumer Staples (15.67 %)

Top 3 countries

United States (77.86 %)

Germany (4.93 %)

Netherlands (4.50 %)

Management fee

1.35 %

0.24 %


Key Summary

MHG

BOND

Issuer

Magellan

SPDR

Tracking index

MSCI World Index - Hedged to AUD

S&P/ASX Australian Fixed Interest Index - AUD

Asset class

ETF

ETF

Management fee

1.35 %

0.24 %

Price

$3.96

$25.08

Size

N/A

$40.041 million

10Y return

N/A

-4.38 %

Annual distribution yield (5Y)

4.01 %

1.19 %

Market

ASX

ASX

First listed date

10/08/2015

27/07/2012

Purchase fee

$6.50

$6.50


Community Stats

MHG

BOND

Popularity

Low

Low

Pearlers invested

5

12

Median incremental investment

$1,494.46

$520.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$3,750.12

$865.26

Average age group

> 35

26 - 35


Pros and Cons

MHG

BOND

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

MHG

BOND

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

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