Compare AU
Compare MHG vs. DJRE
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 Equities Fund Currency Hedged (Managed Fund) (MHG) and the SPDR Dow Jones Global Real Estate Esg Fund (DJRE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MHG | DJRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 118 |
Median incremental investment | $1,494.46 | $1,046.08 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,026.04 | $4,074.68 |
Average age group | > 35 | > 35 |
Key Summary
MHG | DJRE | |
|---|---|---|
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. | DJRE.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on real estate equity. The ETF currently has 436.2m in AUM and 227 holdings. The SPDR Dow Jones Global Real Estate Fund seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select Real Estate Securities Index. |
Top 3 holdings | Amazon.com Inc (6.77 %) Microsoft Corp (5.74 %) SAP SE (4.59 %) | Prologis Inc (7.98 %) Equinix Inc (5.88 %) Simon Property Group Inc (5.14 %) |
Top 3 industries | Information Technology (46.20 %) Communication Services (17.17 %) Consumer Staples (15.67 %) | Real Estate (100.00 %) Other (5.20 %) |
Top 3 countries | United States (77.86 %) Germany (4.93 %) Netherlands (4.50 %) | United States (73.60 %) Japan (8.31 %) United Kingdom of Great Britain and Northern Ireland (3.22 %) |
Management fee | 1.35 % | 0.2 % |
Key Summary
MHG | DJRE | |
|---|---|---|
Issuer | Magellan | SPDR |
Tracking index | MSCI World Index - Hedged to AUD | DJ Global Select Real Estate Securities Index (RESI) |
Asset class | ETF | ETF |
Management fee | 1.35 % | 0.2 % |
Price | $4.07 | $22.45 |
Size | N/A | $448.210 million |
10Y return | N/A | 18.97 % |
Annual distribution yield (5Y) | 4.01 % | 3.56 % |
Market | ASX | ASX |
First listed date | 10/08/2015 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MHG | DJRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 118 |
Median incremental investment | $1,494.46 | $1,046.08 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,026.04 | $4,074.68 |
Average age group | > 35 | > 35 |
Pros and Cons
MHG | DJRE | |
|---|---|---|
Pros |
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Cons |
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MHG | DJRE |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |