Back
Compare AU
Compare MHOT vs. BGBL
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 VanEck Morningstar Wide Moat (Aud Hedged) ETF (MHOT) and the Betashares Global Shares ETF (BGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MHOT | BGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 747 |
Median incremental investment | $1,963.25 | $2,018.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $6,631.17 | $8,522.46 |
Average age group | > 35 | 26 - 35 |
Key Summary
MHOT | BGBL | |
|---|---|---|
Strategy | MHOT.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. MHOT.AX gives investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages according to Morningstars equity research team. MHOT.AX aims to provide investment returns before fees and other costs which track the performance of the Index with returns hedged into Australian dollars. | BGBL.AX was created on 2023-05-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Betashares Global Shares ETF is to provide an investment return that aims to track the performance of the Solactive GBS Developed Markets ex Australia Large & Mid Cap Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Huntington Ingalls Industries Inc (3.62 %) Bristol-Myers Squibb Co (3.13 %) IDEX Corp (2.88 %) | MSCI WORLD INDEX MAR26 (0 %) NVIDIA CORP (5.48 %) APPLE INC (4.72 %) |
Top 3 industries | Other (79.68 %) Industrials (6.90 %) Information Technology (6.82 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | United States (97.57 %) Netherlands (2.43 %) | United States (72.14 %) Japan (6.29 %) United Kingdom of Great Britain and Northern Ireland (3.69 %) |
Management fee | 0.52 % | 0.08 % |
Key Summary
MHOT | BGBL | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | Morningstar Wide Moat Focus Index - AUD - Benchmark TR Net Hedged | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.52 % | 0.08 % |
Price | $135.33 | $75.73 |
Size | $29.652 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.61 % | 1.03 % |
Market | ASX | ASX |
First listed date | 08/11/2023 | 10/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MHOT | BGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 747 |
Median incremental investment | $1,963.25 | $2,018.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $6,631.17 | $8,522.46 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MHOT | BGBL | |
|---|---|---|
Pros |
|
|
Cons |
|
|
MHOT | BGBL |
|---|---|
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 |