Compare AU
Compare MHHT vs. BEAR
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 High Conviction Trust - Active ETF (MHHT) and the S&P Aussie Bear 200 (geared) (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MHHT | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 3 |
Median incremental investment | $1,742.00 | $1,175.25 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,081.94 | $2,270.32 |
Average age group | > 35 | 26 - 35 |
Key Summary
MHHT | BEAR | |
|---|---|---|
Strategy | MHHT.AX was created on 2019-10-11 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Trust is to achieve attractive risk-adjusted returns over the medium to long-term. | BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises). |
Top 3 holdings | Amazon.com Inc (9.10 %) Microsoft Corp (8.58 %) ASML Holding NV (7.16 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Information Technology (32.18 %) Consumer Discretionary (21.16 %) Financials (20.12 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | United States (72.59 %) Netherlands (7.23 %) Canada (6.98 %) | |
Management fee | 1.5 % | 1.38 % |
Key Summary
MHHT | BEAR | |
|---|---|---|
Issuer | Magellan | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.5 % | 1.38 % |
Price | $2.11 | $7.67 |
Size | N/A | $42.599 million |
10Y return | N/A | -58.90 % |
Annual distribution yield (5Y) | 1.94 % | 0.28 % |
Market | ASX | ASX |
First listed date | 30/08/2021 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MHHT | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 3 |
Median incremental investment | $1,742.00 | $1,175.25 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,081.94 | $2,270.32 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MHHT | BEAR | |
|---|---|---|
Pros |
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Cons |
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MHHT | BEAR |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |