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Compare MHG vs. GOAT

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 VanEck Morningstar International Wide Moat ETF (GOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MHG

GOAT

Popularity

Low

Low

Pearlers invested

4

47

Median incremental investment

$1,494.46

$689.47

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,026.04

$2,585.94

Average age group

> 35

> 35


Key Summary

MHG

GOAT

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.

GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 41.83m in AUM and 63 holdings. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis.

Top 3 holdings

Amazon.com Inc (6.77 %)

Microsoft Corp (5.74 %)

SAP SE (4.59 %)

U.S. Bancorp (2.59 %)

Gilead Sciences Inc (2.46 %)

Corteva Inc (2.37 %)

Top 3 industries

Information Technology (46.20 %)

Communication Services (17.17 %)

Consumer Staples (15.67 %)

Financials (39.75 %)

Industrials (29.97 %)

Other (27.20 %)

Top 3 countries

United States (77.86 %)

Germany (4.93 %)

Netherlands (4.50 %)

United States (45.37 %)

Japan (13.24 %)

United Kingdom of Great Britain and Northern Ireland (10.80 %)

Management fee

1.35 %

0.55 %


Key Summary

MHG

GOAT

Issuer

Magellan

VanEck

Tracking index

MSCI World Index - Hedged to AUD

Morningstar Developed Markets ex-Australia Wide Moat Focus Index

Asset class

ETF

ETF

Management fee

1.35 %

0.55 %

Price

$4.07

$27.51

Size

N/A

$41.040 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.01 %

2.60 %

Market

ASX

ASX

First listed date

10/08/2015

09/09/2020

Purchase fee

$6.50

$6.50


Community Stats

MHG

GOAT

Popularity

Low

Low

Pearlers invested

4

47

Median incremental investment

$1,494.46

$689.47

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,026.04

$2,585.94

Average age group

> 35

> 35


Pros and Cons

MHG

GOAT

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

GOAT

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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