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Compare MHOT vs. DAVA
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 Dimensional Australian Value Trust - Active ETF (DAVA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MHOT | DAVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 8 |
Median incremental investment | $1,963.25 | $3,296.75 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $6,946.24 | $2,409.33 |
Average age group | > 35 | 26 - 35 |
Key Summary
MHOT | DAVA | |
|---|---|---|
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. | DAVA.AX was created on 1999-06-10 by Dimensional. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Trust is to provide long-term capital growth by gaining exposure to a diversified portfolio of Value Companies listed in Australia. |
Top 3 holdings | Huntington Ingalls Industries Inc (3.64 %) United Parcel Service Inc Class B (3.09 %) Bristol-Myers Squibb Co (3.08 %) | Westpac Banking Corp (9.35 %) National Australia Bank Ltd (9.14 %) ANZ Group Holdings Ltd (8.70 %) |
Top 3 industries | Other (79.68 %) Industrials (6.90 %) Information Technology (6.82 %) | Financials (64.43 %) Materials (24.53 %) Communication Services (5.56 %) |
Top 3 countries | United States (97.57 %) Netherlands (2.43 %) | Australia (100.00 %) |
Management fee | 0.52 % | 0.336 % |
Key Summary
MHOT | DAVA | |
|---|---|---|
Issuer | VanEck | Dimensional |
Tracking index | Morningstar Wide Moat Focus Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.52 % | 0.336 % |
Price | $141.76 | $32.34 |
Size | $30.506 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.61 % | 4.42 % |
Market | ASX | ASX |
First listed date | 08/11/2023 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MHOT | DAVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 8 |
Median incremental investment | $1,963.25 | $3,296.75 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $6,946.24 | $2,409.33 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MHOT | DAVA | |
|---|---|---|
Pros |
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Cons |
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MHOT | DAVA |
|---|---|
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 |