Compare AU

Compare MHG vs. ZYUS

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 Global X S&P 500 High Yield Low Volatility ETF (ZYUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MHG

ZYUS

Popularity

Low

Low

Pearlers invested

4

85

Median incremental investment

$1,494.46

$625.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,026.04

$1,737.72

Average age group

> 35

26 - 35


Key Summary

MHG

ZYUS

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.

ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index

Top 3 holdings

Amazon.com Inc (6.77 %)

Microsoft Corp (5.74 %)

SAP SE (4.59 %)

Altria Group Inc (3.12 %)

Kinder Morgan Inc Class P (3.01 %)

Bristol-Myers Squibb Co (2.86 %)

Top 3 industries

Information Technology (46.20 %)

Communication Services (17.17 %)

Consumer Staples (15.67 %)

Real Estate (27.46 %)

Energy (20.66 %)

Communication Services (20.55 %)

Top 3 countries

United States (77.86 %)

Germany (4.93 %)

Netherlands (4.50 %)

United States (97.74 %)

United Kingdom of Great Britain and Northern Ireland (2.26 %)

Management fee

1.35 %

0.35 %


Key Summary

MHG

ZYUS

Issuer

Magellan

ETFS

Tracking index

MSCI World Index - Hedged to AUD

S&P 500 Low Volatility High Dividend Index

Asset class

ETF

ETF

Management fee

1.35 %

0.35 %

Price

$4.07

$16.07

Size

N/A

$76.381 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.01 %

4.81 %

Market

ASX

ASX

First listed date

10/08/2015

12/06/2015

Purchase fee

$6.50

$6.50


Community Stats

MHG

ZYUS

Popularity

Low

Low

Pearlers invested

4

85

Median incremental investment

$1,494.46

$625.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,026.04

$1,737.72

Average age group

> 35

26 - 35


Pros and Cons

MHG

ZYUS

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MHG

ZYUS

Lower exposure to US market

Higher 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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