Compare AU
Compare MHG vs. MVOL
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 Edge MSCI Australia Minimum Volatility (MVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MHG | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 2 |
Median incremental investment | $1,494.46 | $2,592.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $3,816.41 | $2,723.33 |
Average age group | > 35 | > 35 |
Key Summary
MHG | MVOL | |
|---|---|---|
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. | MVOL.AX was created on 2016-10-11 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 Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | Amazon.com Inc (6.77 %) Microsoft Corp (5.74 %) SAP SE (4.59 %) | TELSTRA GROUP LTD (6.30 %) COMMONWEALTH BANK OF AUSTRALIA (4.55 %) CSL LTD (4.35 %) |
Top 3 industries | Information Technology (46.20 %) Communication Services (17.17 %) Consumer Staples (15.67 %) | Financials (31.12 %) Materials (13.82 %) Industrials (12.17 %) |
Top 3 countries | United States (77.86 %) Germany (4.93 %) Netherlands (4.50 %) | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) |
Management fee | 1.35 % | 0.3 % |
Key Summary
MHG | MVOL | |
|---|---|---|
Issuer | Magellan | iShares |
Tracking index | MSCI World Index - Hedged to AUD | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 1.35 % | 0.3 % |
Price | $4.03 | $32.92 |
Size | N/A | $20.364 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.01 % | 5.08 % |
Market | ASX | ASX |
First listed date | 10/08/2015 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MHG | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 2 |
Median incremental investment | $1,494.46 | $2,592.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $3,816.41 | $2,723.33 |
Average age group | > 35 | > 35 |
Pros and Cons
MHG | MVOL | |
|---|---|---|
Pros |
|
|
Cons |
|
|
MHG | MVOL |
|---|---|
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 |