Compare AU

Compare MHG vs. MVA

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 VanEck Australian Property ETF (MVA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MHG

MVA

Popularity

Low

Low

Pearlers invested

5

81

Median incremental investment

$1,494.46

$603.75

Median investment frequency

Fortnightly

Monthly

Median total investment

$3,750.12

$2,084.13

Average age group

> 35

> 35


Key Summary

MHG

MVA

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.

MVA.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. The VanEck Australian Property ETF invests in a diversified portfolio of ASX-listed securities with the aim of providing investment returns that closely track the returns of the MVIS Australia A-REITs Index.

Top 3 holdings

Amazon.com Inc (6.77 %)

Microsoft Corp (5.74 %)

SAP SE (4.59 %)

Dexus (10.36 %)

GPT Group (10.04 %)

Scentre Group (9.90 %)

Top 3 industries

Information Technology (46.20 %)

Communication Services (17.17 %)

Consumer Staples (15.67 %)

Real Estate (100.00 %)

Top 3 countries

United States (77.86 %)

Germany (4.93 %)

Netherlands (4.50 %)

Australia (100.00 %)

Management fee

1.35 %

0.35 %


Key Summary

MHG

MVA

Issuer

Magellan

VanEck

Tracking index

MSCI World Index - Hedged to AUD

MVIS Australia A-REITs Index - AUD

Asset class

ETF

ETF

Management fee

1.35 %

0.35 %

Price

$3.96

$22.41

Size

N/A

$567.244 million

10Y return

N/A

26.32 %

Annual distribution yield (5Y)

4.01 %

4.91 %

Market

ASX

ASX

First listed date

10/08/2015

16/10/2013

Purchase fee

$6.50

$6.50


Community Stats

MHG

MVA

Popularity

Low

Low

Pearlers invested

5

81

Median incremental investment

$1,494.46

$603.75

Median investment frequency

Fortnightly

Monthly

Median total investment

$3,750.12

$2,084.13

Average age group

> 35

> 35


Pros and Cons

MHG

MVA

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

MHG

MVA

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

Lower distribution yield

Higher distribution yield

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