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Compare MHG vs. HGBL
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 Eq Fund (Currencyhdg) - Active ETF (MHG) and the Betashares Global Shares Currency Hedged ETF (HGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MHG | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 98 |
Median incremental investment | $1,494.46 | $4,993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,978.00 | $24,790.68 |
Average age group | > 35 | > 35 |
Key Summary
MHG | HGBL | |
|---|---|---|
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. | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. |
Top 3 holdings | Amazon.com Inc (8.05 %) Microsoft Corp (7.46 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.25 %) | MSCI WORLD INDEX MAR26 (0 %) NVIDIA CORP (5.25 %) APPLE INC (4.68 %) |
Top 3 industries | Consumer Discretionary (23.67 %) Other (20.78 %) Communication Services (17.14 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | United States (73.98 %) France (5.92 %) Taiwan (5.38 %) | United States (72.60 %) Japan (6.38 %) United Kingdom of Great Britain and Northern Ireland (3.60 %) |
Management fee | 1.35 % | 0.11 % |
Key Summary
MHG | HGBL | |
|---|---|---|
Issuer | Magellan | BetaShares |
Tracking index | MSCI World Index - Hedged to AUD | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 1.35 % | 0.11 % |
Price | $3.89 | $78.41 |
Size | N/A | $2.085 billion |
10Y return | 62.08 % | N/A |
Annual distribution yield (5Y) | 4.12 % | 1.40 % |
Market | ASX | ASX |
First listed date | 10/08/2015 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MHG | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 98 |
Median incremental investment | $1,494.46 | $4,993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,978.00 | $24,790.68 |
Average age group | > 35 | > 35 |
Pros and Cons
MHG | HGBL | |
|---|---|---|
Pros |
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Cons |
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MHG | HGBL |
|---|---|
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 |