Compare AU
Compare MHG vs. QOZ
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 BetaShares FTSE Rafi Australia 200 ETF (QOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MHG | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 44 |
Median incremental investment | $1,494.46 | $1,131.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,122.05 | $2,135.67 |
Average age group | > 35 | > 35 |
Key Summary
MHG | QOZ | |
|---|---|---|
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. | QOZ.AX was created on 2013-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 613.63m in AUM and 192 holdings. The investment objective of the BetaShares FTSE RAFI Australia 200 ETF is to provide an investment return that tracks the performance of the FTSE RAFI Australia 200 Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Amazon.com Inc (6.77 %) Microsoft Corp (5.74 %) SAP SE (4.59 %) | BHP GROUP LTD (11.60 %) COMMONWEALTH BANK OF AUSTRALIA (7.81 %) WESTPAC BANKING CORP (6.09 %) |
Top 3 industries | Information Technology (46.20 %) Communication Services (17.17 %) Consumer Staples (15.67 %) | Financials (34.28 %) Materials (23.35 %) Energy (6.59 %) |
Top 3 countries | United States (77.86 %) Germany (4.93 %) Netherlands (4.50 %) | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) |
Management fee | 1.35 % | 0.4 % |
Key Summary
MHG | QOZ | |
|---|---|---|
Issuer | Magellan | BetaShares |
Tracking index | MSCI World Index - Hedged to AUD | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 1.35 % | 0.4 % |
Price | $4.10 | $16.62 |
Size | N/A | $632.370 million |
10Y return | N/A | 38.04 % |
Annual distribution yield (5Y) | 4.01 % | 6.69 % |
Market | ASX | ASX |
First listed date | 10/08/2015 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MHG | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 44 |
Median incremental investment | $1,494.46 | $1,131.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,122.05 | $2,135.67 |
Average age group | > 35 | > 35 |
Pros and Cons
MHG | QOZ | |
|---|---|---|
Pros |
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Cons |
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MHG | QOZ |
|---|---|
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 |