Compare AU
Compare MHG vs. VSO
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 Vanguard MSCI Australian Small Companies Index ETF (VSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MHG | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 231 |
Median incremental investment | $1,494.46 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,750.12 | $2,246.97 |
Average age group | > 35 | > 35 |
Key Summary
MHG | VSO | |
|---|---|---|
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. | VSO.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on small cap equity. Vanguard MSCI Australian Small Companies Index ETF seeks to track the return of the MSCI Australian Shares Small Cap Index before taking into account fees, expenses and tax. |
Top 3 holdings | Amazon.com Inc (6.77 %) Microsoft Corp (5.74 %) SAP SE (4.59 %) | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) |
Top 3 industries | Information Technology (46.20 %) Communication Services (17.17 %) Consumer Staples (15.67 %) | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) |
Top 3 countries | United States (77.86 %) Germany (4.93 %) Netherlands (4.50 %) | Australia (98.99 %) China (0.62 %) United States (0.26 %) |
Management fee | 1.35 % | 0.3 % |
Key Summary
MHG | VSO | |
|---|---|---|
Issuer | Magellan | Vanguard |
Tracking index | MSCI World Index - Hedged to AUD | MSCI Australian Shares Small Cap Index - AUD |
Asset class | ETF | ETF |
Management fee | 1.35 % | 0.3 % |
Price | $3.96 | $68.09 |
Size | N/A | N/A |
10Y return | N/A | 55.28 % |
Annual distribution yield (5Y) | 4.01 % | 5.28 % |
Market | ASX | ASX |
First listed date | 10/08/2015 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MHG | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 231 |
Median incremental investment | $1,494.46 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,750.12 | $2,246.97 |
Average age group | > 35 | > 35 |
Pros and Cons
MHG | VSO | |
|---|---|---|
Pros |
|
|
Cons |
|
|
MHG | VSO |
|---|---|
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 |