Compare AU
Compare MHG vs. WRLD
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 Managed Risk Global Share Fund (Managed Fund) (WRLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MHG | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 3 |
Median incremental investment | $1,494.46 | $2,002.75 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $13,122.05 | $2,715.70 |
Average age group | > 35 | 26 - 35 |
Key Summary
MHG | WRLD | |
|---|---|---|
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. | WRLD.AX was created on 2015-12-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide exposure to a broadly diversified portfolio of global shares, whilereducing the volatility of the equity investment returns and defending against losses in decliningmarkets. |
Top 3 holdings | Amazon.com Inc (6.77 %) Microsoft Corp (5.74 %) SAP SE (4.59 %) | APPLE INC (5.30 %) MICROSOFT CORP (5.02 %) NVIDIA CORP (4.56 %) |
Top 3 industries | Information Technology (46.20 %) Communication Services (17.17 %) Consumer Staples (15.67 %) | Other (29.91 %) Information Technology (23.98 %) Health Care (8.49 %) |
Top 3 countries | United States (77.86 %) Germany (4.93 %) Netherlands (4.50 %) | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) |
Management fee | 1.35 % | 0.54 % |
Key Summary
MHG | WRLD | |
|---|---|---|
Issuer | Magellan | BetaShares |
Tracking index | MSCI World Index - Hedged to AUD | |
Asset class | ETF | ETF |
Management fee | 1.35 % | 0.54 % |
Price | $4.10 | $20.89 |
Size | N/A | $52.727 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.01 % | 1.79 % |
Market | ASX | ASX |
First listed date | 10/08/2015 | 21/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MHG | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 3 |
Median incremental investment | $1,494.46 | $2,002.75 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $13,122.05 | $2,715.70 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MHG | WRLD | |
|---|---|---|
Pros |
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Cons |
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MHG | WRLD |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |