Compare AU
Compare MHOT vs. IESG
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 iShares Core MSCI Australia Esg ETF (IESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MHOT | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 60 |
Median incremental investment | $1,963.25 | $1,919.79 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,066.85 | $5,728.80 |
Average age group | > 35 | 26 - 35 |
Key Summary
MHOT | IESG | |
|---|---|---|
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. | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 293.88m in AUM and 85 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers |
Top 3 holdings | Bristol-Myers Squibb Co (2.94 %) The Walt Disney Co (2.93 %) Alphabet Inc Class A (2.87 %) | COMMONWEALTH BANK OF AUSTRALIA (12.51 %) CSL LTD (9.35 %) MACQUARIE GROUP LTD DEF (8.68 %) |
Top 3 industries | Other (79.66 %) Health Care (6.74 %) Information Technology (4.90 %) | Financials (29.83 %) Materials (18.72 %) Health Care (11.49 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) |
Management fee | 0.52 % | 0.01 % |
Key Summary
MHOT | IESG | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | Morningstar Wide Moat Focus Index - AUD - Benchmark TR Net Hedged | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.52 % | 0.01 % |
Price | $137.79 | $30.80 |
Size | $58.011 million | $291.893 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.11 % | 2.35 % |
Market | ASX | ASX |
First listed date | 08/11/2023 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MHOT | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 60 |
Median incremental investment | $1,963.25 | $1,919.79 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,066.85 | $5,728.80 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MHOT | IESG | |
|---|---|---|
Pros |
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Cons |
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MHOT | IESG |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |