Compare AU

Compare MHG vs. QFN

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 BetaShares Australian Financials Sector ETF (QFN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MHG

QFN

Popularity

Low

Low

Pearlers invested

4

23

Median incremental investment

$1,494.46

$540.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,026.04

$2,081.25

Average age group

> 35

26 - 35


Key Summary

MHG

QFN

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.

QFN.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 60.74m in AUM and 27 holdings. QFN.AX aims to track the performance of an index (before fees and expenses) comprising the largest ASX-listed companies in the financial sector, including the Big 4 banks and insurance companies but excluding Real Estate Investment Trusts.

Top 3 holdings

Amazon.com Inc (6.77 %)

Microsoft Corp (5.74 %)

SAP SE (4.59 %)

COMMONWEALTH BANK OF AUSTRALIA (29.78 %)

NATIONAL AUSTRALIA BANK LTD (15.53 %)

WESTPAC BANKING CORP (13.12 %)

Top 3 industries

Information Technology (46.20 %)

Communication Services (17.17 %)

Consumer Staples (15.67 %)

Financials (99.61 %)

Communication Services (2.56 %)

Other (0.39 %)

Top 3 countries

United States (77.86 %)

Germany (4.93 %)

Netherlands (4.50 %)

Australia (99.69 %)

United States (0.31 %)

Management fee

1.35 %

0.34 %


Key Summary

MHG

QFN

Issuer

Magellan

BetaShares

Tracking index

MSCI World Index - Hedged to AUD

Solactive Australia Financials Ex-REITs Sector Index

Asset class

ETF

ETF

Management fee

1.35 %

0.34 %

Price

$4.08

$16.53

Size

N/A

$88.853 million

10Y return

N/A

45.64 %

Annual distribution yield (5Y)

4.01 %

5.63 %

Market

ASX

ASX

First listed date

10/08/2015

15/12/2010

Purchase fee

$6.50

$6.50


Community Stats

MHG

QFN

Popularity

Low

Low

Pearlers invested

4

23

Median incremental investment

$1,494.46

$540.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,026.04

$2,081.25

Average age group

> 35

26 - 35


Pros and Cons

MHG

QFN

Pros

  • Higher exposure to US market

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

MHG

QFN

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

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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