Compare AU
Compare MHG vs. INCM
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 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 | 5 | 13 |
Median incremental investment | $1,494.46 | $1,293.46 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,750.12 | $4,763.40 |
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 | $3.96 | $18.68 |
Size | N/A | $36.712 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 | 5 | 13 |
Median incremental investment | $1,494.46 | $1,293.46 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,750.12 | $4,763.40 |
Average age group | > 35 | > 35 |
Pros and Cons
MHG | INCM | |
|---|---|---|
Pros |
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Cons |
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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 |