Compare AU
Compare MHG vs. GOAT
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 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 |
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Cons |
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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 |