Compare AU
Compare MHG vs. IVE
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 iShares MSCI EAFE ETF (IVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MHG | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 33 |
Median incremental investment | $1,494.46 | $1,818.34 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,750.12 | $7,080.06 |
Average age group | > 35 | > 35 |
Key Summary
MHG | IVE | |
|---|---|---|
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. | IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies. |
Top 3 holdings | Amazon.com Inc (6.77 %) Microsoft Corp (5.74 %) SAP SE (4.59 %) | ASML Holding NV (2.39 %) Moelis & Company (1.49 %) SHELL PLC - ADS (1.23 %) |
Top 3 industries | Information Technology (46.20 %) Communication Services (17.17 %) Consumer Staples (15.67 %) | Other (99.86 %) Communication Services (0.14 %) |
Top 3 countries | United States (77.86 %) Germany (4.93 %) Netherlands (4.50 %) | United States (99.97 %) |
Management fee | 1.35 % | 0.32 % |
Key Summary
MHG | IVE | |
|---|---|---|
Issuer | Magellan | iShares |
Tracking index | MSCI World Index - Hedged to AUD | MSCI EAFE |
Asset class | ETF | ETF |
Management fee | 1.35 % | 0.32 % |
Price | $3.96 | $122.07 |
Size | N/A | $502.943 million |
10Y return | N/A | 59.46 % |
Annual distribution yield (5Y) | 4.01 % | 2.56 % |
Market | ASX | ASX |
First listed date | 10/08/2015 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MHG | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 33 |
Median incremental investment | $1,494.46 | $1,818.34 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,750.12 | $7,080.06 |
Average age group | > 35 | > 35 |
Pros and Cons
MHG | IVE | |
|---|---|---|
Pros |
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Cons |
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MHG | IVE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |