Compare AU

Compare MHOT vs. HCRD

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

VanEck Morningstar Wide Moat (Aud Hedged) 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 VanEck Morningstar Wide Moat (Aud Hedged) ETF (MHOT) and the BetaShares Interest Rate Hedged Aus Corp Bond ETF (HCRD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MHOT

HCRD

Popularity

Low

Low

Pearlers invested

1

2

Median incremental investment

$2,553.00

$5,036.61

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,868.80

$23,573.16

Average age group

> 35

> 35


Key Summary

MHOT

HCRD

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.

HCRD.AX was created on 2022-11-14 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Investment Grade Corporate Bond Select DH Index, before taking into account fees and expenses.

Top 3 holdings

Salesforce Inc (3.10 %)

Bristol-Myers Squibb Co (3.01 %)

Gilead Sciences Inc (2.95 %)

CONTACT ENERGY LTD 6.398% NOV-30 (2.22 %)

VICINITY CENTRES TRUST 6.19% APR-34 (2.22 %)

REGISTRY FINANCE PTY LTD 5.739% JUN-34 (2.16 %)

Top 3 industries

Other (79.18 %)

Health Care (4.78 %)

Information Technology (4.70 %)

Other (99.06 %)

Communication Services (0.94 %)

Top 3 countries

United States (98.74 %)

Netherlands (1.26 %)

Management fee

0.52 %

0.29 %


Key Summary

MHOT

HCRD

Issuer

VanEck

BetaShares

Tracking index

Morningstar Wide Moat Focus Index - AUD - Benchmark TR Net Hedged

Solactive Australian Investment Grade Corporate Bond Select Index - AUD

Asset class

ETF

ETF

Management fee

0.52 %

0.29 %

Price

$143.44

$24.84

Size

$59.169 million

$27.459 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.11 %

1.90 %

Market

ASX

ASX

First listed date

08/11/2023

15/11/2022

Purchase fee

$6.50

$6.50


Community Stats

MHOT

HCRD

Popularity

Low

Low

Pearlers invested

1

2

Median incremental investment

$2,553.00

$5,036.61

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,868.80

$23,573.16

Average age group

> 35

> 35


Pros and Cons

MHOT

HCRD

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

MHOT

HCRD

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Lower distribution yield

Higher distribution yield

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