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Compare MHHT vs. RBTZ

Compare shares and ETFs on the ASX that you can trade on Pearler.

Magellan High Conviction Trust - Active ETF

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 High Conviction Trust - Active ETF (MHHT) and the BetaShares Global Robotics and Artificial Intelligence ETF (RBTZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MHHT

RBTZ

Popularity

Low

Low

Pearlers invested

7

434

Median incremental investment

$1,742.00

$785.20

Median investment frequency

Monthly

Monthly

Median total investment

$5,522.28

$1,549.00

Average age group

> 35

> 35


Key Summary

MHHT

RBTZ

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.

RBTZ.AX was created on 2018-09-12 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. RBTZ.AX aims to track the performance of an index (before fees and expenses) that includes global companies involved in the production or use of robotics and artificial intelligence (A.l.) products and services.

Top 3 holdings

Amazon.com Inc (9.10 %)

Microsoft Corp (8.58 %)

ASML Holding NV (7.16 %)

NVIDIA CORP (12.52 %)

INTUITIVE SURGICAL INC (11.23 %)

ABB LTD (9.03 %)

Top 3 industries

Information Technology (30.24 %)

Consumer Discretionary (22.89 %)

Financials (19.55 %)

Other (51.31 %)

Information Technology (28.88 %)

Health Care (12.25 %)

Top 3 countries

United States (72.59 %)

Netherlands (7.23 %)

Canada (6.98 %)

United States (47.60 %)

Japan (30.01 %)

Switzerland (11.60 %)

Management fee

1.5 %

0.57 %


Key Summary

MHHT

RBTZ

Issuer

Magellan

BetaShares

Tracking index

Indxx Global Robotics & Artificial Intelligence Thematic Index

Asset class

ETF

ETF

Management fee

1.5 %

0.57 %

Price

$2.04

$15.49

Size

N/A

$301.641 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.80 %

2.81 %

Market

ASX

ASX

First listed date

30/08/2021

14/09/2018

Purchase fee

$6.50

$6.50


Community Stats

MHHT

RBTZ

Popularity

Low

Low

Pearlers invested

7

434

Median incremental investment

$1,742.00

$785.20

Median investment frequency

Monthly

Monthly

Median total investment

$5,522.28

$1,549.00

Average age group

> 35

> 35


Pros and Cons

MHHT

RBTZ

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

MHHT

RBTZ

Higher exposure to US market

Lower 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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