Compare AU

Compare MHG vs. DJRE

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 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

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

  • Lower management fee

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

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

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