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Compare MHG vs. INCM

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 BetaShares Global Income Leaders ETF (INCM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MHG

INCM

Popularity

Low

Low

Pearlers invested

4

13

Median incremental investment

$1,494.46

$1,240.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,026.04

$4,776.15

Average age group

> 35

> 35


Key Summary

MHG

INCM

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.

INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The fund aims to track the performance of an index (before fees and expenses) that comprises 100 high-yielding global companies (ex-Australia) selected for their potential to generate attractive and sustainable income.

Top 3 holdings

Amazon.com Inc (6.77 %)

Microsoft Corp (5.74 %)

SAP SE (4.59 %)

ALTRIA GROUP INC (3.34 %)

AT&T INC (2.08 %)

VERIZON COMMUNICATIONS INC (1.92 %)

Top 3 industries

Information Technology (46.20 %)

Communication Services (17.17 %)

Consumer Staples (15.67 %)

Other (30.45 %)

Utilities (24.29 %)

Consumer Staples (11.82 %)

Top 3 countries

United States (77.86 %)

Germany (4.93 %)

Netherlands (4.50 %)

United States (70.82 %)

Korea (4.54 %)

Hong Kong (3.66 %)

Management fee

1.35 %

0.45 %


Key Summary

MHG

INCM

Issuer

Magellan

BetaShares

Tracking index

MSCI World Index - Hedged to AUD

Nasdaq Global Income Leaders Index - USD-US Dollar

Asset class

ETF

ETF

Management fee

1.35 %

0.45 %

Price

$4.08

$18.66

Size

N/A

$35.332 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.01 %

4.13 %

Market

ASX

ASX

First listed date

10/08/2015

22/10/2018

Purchase fee

$6.50

$6.50


Community Stats

MHG

INCM

Popularity

Low

Low

Pearlers invested

4

13

Median incremental investment

$1,494.46

$1,240.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,026.04

$4,776.15

Average age group

> 35

> 35


Pros and Cons

MHG

INCM

Pros

  • Higher exposure to US market

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

MHG

INCM

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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