Compare AU

Compare MHG vs. QOZ

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 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

  • 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

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

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