Compare AU
Compare MHHT vs. WVOL
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 Edge MSCI World Minimum Volatility (WVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MHHT | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 4 |
Median incremental investment | $1,742.00 | $2,005.19 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,033.77 | $3,654.27 |
Average age group | > 35 | > 35 |
Key Summary
MHHT | WVOL | |
|---|---|---|
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. | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 91.51m in AUM and 386 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | Amazon.com Inc (9.10 %) Microsoft Corp (8.58 %) ASML Holding NV (7.16 %) | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) |
Top 3 industries | Information Technology (32.18 %) Consumer Discretionary (21.16 %) Financials (20.12 %) | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) |
Top 3 countries | United States (72.59 %) Netherlands (7.23 %) Canada (6.98 %) | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) |
Management fee | 1.5 % | 0.3 % |
Key Summary
MHHT | WVOL | |
|---|---|---|
Issuer | Magellan | iShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.5 % | 0.3 % |
Price | $2.09 | $42.74 |
Size | N/A | $89.893 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.94 % | 2.71 % |
Market | ASX | ASX |
First listed date | 30/08/2021 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MHHT | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 4 |
Median incremental investment | $1,742.00 | $2,005.19 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,033.77 | $3,654.27 |
Average age group | > 35 | > 35 |
Pros and Cons
MHHT | WVOL | |
|---|---|---|
Pros |
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Cons |
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MHHT | WVOL |
|---|---|
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 |