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Compare MHOT vs. HVLU

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, shares and ETFs are a popular choice. Two options in the ASX are MHOT and HVLU. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MHOT

HVLU

Popularity

Low

N/A

Pearlers invested

1

0

Median incremental investment

$2,553.00

$0

Median investment frequency

Fortnightly

N/A

Median total investment

$2,868.80

$0

Average age group

> 35

N/A


Key Summary

MHOT

HVLU

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.

HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars.

Top 3 holdings

Salesforce Inc (3.10 %)

Bristol-Myers Squibb Co (3.01 %)

Gilead Sciences Inc (2.95 %)

VanEck MSCI International Value (Aud Hedged) ETF (100 %)

Top 3 industries

Other (79.18 %)

Health Care (4.78 %)

Information Technology (4.70 %)

Top 3 countries

United States (98.74 %)

Netherlands (1.26 %)

Management fee

0.52 %

0.29 %


Key Summary

MHOT

HVLU

Issuer

VanEck

VanEck

Tracking index

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

MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.52 %

0.29 %

Price

$143.80

$27.10

Size

$59.169 million

$5.356 million

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

0.11 %

0.78 %

Market

ASX

ASX

First listed date

08/11/2023

08/11/2023

Purchase fee

$6.50

$6.50


Community Stats

MHOT

HVLU

Popularity

Low

N/A

Pearlers invested

1

0

Median incremental investment

$2,553.00

$0

Median investment frequency

Fortnightly

N/A

Median total investment

$2,868.80

$0

Average age group

> 35

N/A


Pros and Cons

MHOT

HVLU

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

HVLU

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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