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Compare MHOT vs. OZF

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 SPDR S&P/ASX 200 Financials Ex A-REIT Fund (OZF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MHOT

OZF

Popularity

Low

Low

Pearlers invested

1

8

Median incremental investment

$2,553.00

$523.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,873.20

$1,038.45

Average age group

> 35

> 35


Key Summary

MHOT

OZF

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.

OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 35.89m in AUM and 32 holdings. The SPDR S&P/ASX 200 Financials EX A-REIT Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index.

Top 3 holdings

Salesforce Inc (3.10 %)

Bristol-Myers Squibb Co (3.01 %)

Gilead Sciences Inc (2.95 %)

Commonwealth Bank of Australia (30.37 %)

National Australia Bank Ltd (14.08 %)

Westpac Banking Corp (13.26 %)

Top 3 industries

Other (79.44 %)

Information Technology (4.81 %)

Health Care (4.65 %)

Financials (100.00 %)

Other (4.52 %)

Top 3 countries

Management fee

0.52 %

0.4 %


Key Summary

MHOT

OZF

Issuer

VanEck

SPDR

Tracking index

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

S&P/ASX 200 Financials Ex-A-REIT - AUD

Asset class

ETF

ETF

Management fee

0.52 %

0.4 %

Price

$143.66

$29.67

Size

$59.169 million

$44.595 million

10Y return

N/A

39.30 %

Annual distribution yield (5Y)

0.11 %

5.17 %

Market

ASX

ASX

First listed date

08/11/2023

13/04/2011

Purchase fee

$6.50

$6.50


Community Stats

MHOT

OZF

Popularity

Low

Low

Pearlers invested

1

8

Median incremental investment

$2,553.00

$523.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,873.20

$1,038.45

Average age group

> 35

> 35


Pros and Cons

MHOT

OZF

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MHOT

OZF

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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