Compare AU
Compare MHHT vs. ZYUS
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 500 US Dividends & Low Volatility (ZYUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MHHT | ZYUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 85 |
Median incremental investment | $1,742.00 | $625.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,057.85 | $1,729.20 |
Average age group | > 35 | 26 - 35 |
Key Summary
MHHT | ZYUS | |
|---|---|---|
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. | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index |
Top 3 holdings | Amazon.com Inc (9.10 %) Microsoft Corp (8.58 %) ASML Holding NV (7.16 %) | Altria Group Inc (3.18 %) Kinder Morgan Inc Class P (3.01 %) Bristol-Myers Squibb Co (2.99 %) |
Top 3 industries | Information Technology (32.18 %) Consumer Discretionary (21.16 %) Financials (20.12 %) | Real Estate (27.46 %) Energy (20.66 %) Communication Services (20.55 %) |
Top 3 countries | United States (72.59 %) Netherlands (7.23 %) Canada (6.98 %) | United States (97.74 %) United Kingdom of Great Britain and Northern Ireland (2.26 %) |
Management fee | 1.5 % | 0.35 % |
Key Summary
MHHT | ZYUS | |
|---|---|---|
Issuer | Magellan | ETFS |
Tracking index | S&P 500 Low Volatility High Dividend Index | |
Asset class | ETF | ETF |
Management fee | 1.5 % | 0.35 % |
Price | $2.11 | $15.91 |
Size | N/A | $76.381 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.94 % | 4.81 % |
Market | ASX | ASX |
First listed date | 30/08/2021 | 12/06/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MHHT | ZYUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 85 |
Median incremental investment | $1,742.00 | $625.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,057.85 | $1,729.20 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MHHT | ZYUS | |
|---|---|---|
Pros |
| |
Cons |
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MHHT | ZYUS |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |