Compare AU
Compare MHHT vs. IESG
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 iShares Core MSCI Australia Esg ETF (IESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MHHT | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 61 |
Median incremental investment | $1,742.00 | $1,931.65 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,035.02 | $5,694.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
MHHT | IESG | |
|---|---|---|
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. | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 313.3m in AUM and 85 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers |
Top 3 holdings | Amazon.com Inc (10.15 %) Microsoft Corp (8.01 %) Visa Inc Class A (6.75 %) | COMMONWEALTH BANK OF AUSTRALIA (13.37 %) CSL LTD (9.02 %) WESFARMERS LTD (8.29 %) |
Top 3 industries | Information Technology (30.24 %) Consumer Discretionary (22.89 %) Financials (19.55 %) | Financials (28.56 %) Materials (17.37 %) Health Care (11.16 %) |
Top 3 countries | United States (72.59 %) Netherlands (7.23 %) Canada (6.98 %) | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) |
Management fee | 1.5 % | 0.01 % |
Key Summary
MHHT | IESG | |
|---|---|---|
Issuer | Magellan | iShares |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 1.5 % | 0.01 % |
Price | $1.83 | $29.35 |
Size | N/A | $309.996 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.80 % | 2.42 % |
Market | ASX | ASX |
First listed date | 30/08/2021 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MHHT | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 61 |
Median incremental investment | $1,742.00 | $1,931.65 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,035.02 | $5,694.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MHHT | IESG | |
|---|---|---|
Pros |
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Cons |
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MHHT | IESG |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |