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Compare MHG vs. OPPT
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 Magellan Global Opportunities Fund - Active ETF (OPPT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MHG | OPPT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 6 |
Median incremental investment | $1,494.46 | $0 |
Median investment frequency | Fortnightly | N/A |
Median total investment | $3,804.60 | $4,500.59 |
Average age group | > 35 | > 35 |
Key Summary
MHG | OPPT | |
|---|---|---|
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. | OPPT.AX was created on 2019-10-11 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. To outperform the MSCI World Net Total Return Index (AUD) net of fees over periods of three years or longer. |
Top 3 holdings | Amazon.com Inc (8.05 %) Microsoft Corp (7.46 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.25 %) | Microsoft Corp (8.00 %) Amazon.com Inc (7.38 %) Mastercard Inc Class A (5.98 %) |
Top 3 industries | Consumer Discretionary (23.67 %) Other (20.78 %) Communication Services (17.14 %) | |
Top 3 countries | United States (73.98 %) France (5.92 %) Taiwan (5.38 %) | |
Management fee | 1.35 % | 0 % |
Key Summary
MHG | OPPT | |
|---|---|---|
Issuer | Magellan | Magellan |
Tracking index | MSCI World Index - Hedged to AUD | MSCI World Index |
Asset class | ETF | ETF |
Management fee | 1.35 % | 0 % |
Price | $3.73 | $1.545 |
Size | N/A | N/A |
10Y return | 52.87 % | N/A |
Annual distribution yield (5Y) | 4.12 % | 6.83 % |
Market | ASX | ASX |
First listed date | 10/08/2015 | 30/08/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MHG | OPPT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 6 |
Median incremental investment | $1,494.46 | $0 |
Median investment frequency | Fortnightly | N/A |
Median total investment | $3,804.60 | $4,500.59 |
Average age group | > 35 | > 35 |
Pros and Cons
MHG | OPPT | |
|---|---|---|
Pros |
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Cons |
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MHG | OPPT |
|---|---|
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 |