Compare AU
Compare MHHT vs. IJR
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 US 600 Small-Caps (IJR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MHHT | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 80 |
Median incremental investment | $1,742.00 | $2,018.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,081.94 | $6,606.54 |
Average age group | > 35 | > 35 |
Key Summary
MHHT | IJR | |
|---|---|---|
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. | IJR.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of small capitalisation US equities. |
Top 3 holdings | Amazon.com Inc (9.10 %) Microsoft Corp (8.58 %) ASML Holding NV (7.16 %) | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) |
Top 3 industries | Information Technology (32.18 %) Consumer Discretionary (21.16 %) Financials (20.12 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | United States (72.59 %) Netherlands (7.23 %) Canada (6.98 %) | United States (98.93 %) |
Management fee | 1.5 % | 0.07 % |
Key Summary
MHHT | IJR | |
|---|---|---|
Issuer | Magellan | iShares |
Tracking index | S&P Small Cap 600 | |
Asset class | ETF | ETF |
Management fee | 1.5 % | 0.07 % |
Price | $2.11 | $194.31 |
Size | N/A | $736.752 million |
10Y return | N/A | 192.09 % |
Annual distribution yield (5Y) | 1.94 % | 1.24 % |
Market | ASX | ASX |
First listed date | 30/08/2021 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MHHT | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 80 |
Median incremental investment | $1,742.00 | $2,018.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,081.94 | $6,606.54 |
Average age group | > 35 | > 35 |
Pros and Cons
MHHT | IJR | |
|---|---|---|
Pros |
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Cons |
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MHHT | IJR |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |