Compare AU
Compare MHOT vs. RGB
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 Russell Investments Australian Government Bond ETF (RGB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MHOT | RGB | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $1,963.25 | $643.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $2,066.85 | $0 |
Average age group | > 35 | N/A |
Key Summary
MHOT | RGB | |
---|---|---|
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. | RGB.AX was created on 2012-03-08 by Russell. The fund's investment portfolio concentrates primarily on investment grade fixed income. To aim to provide a total return before costs and tax, in line with the DBIQ 5-10 year Australian Government Bond Index over the long term. |
Top 3 holdings | Bristol-Myers Squibb Co (2.94 %) The Walt Disney Co (2.93 %) Alphabet Inc Class A (2.87 %) | Australia (Commonwealth of) 3% (10.07 %) Australia (Commonwealth of) 3.5% (10.07 %) Australia (Commonwealth of) 1.5% (10.00 %) |
Top 3 industries | Other (79.66 %) Health Care (6.74 %) Information Technology (4.90 %) | |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | |
Management fee | 0.52 % | 0.24 % |
Key Summary
MHOT | RGB | |
---|---|---|
Issuer | VanEck | Russell |
Tracking index | Morningstar Wide Moat Focus Index - AUD - Benchmark TR Net Hedged | DBIQ 5-10 year Australian Government Bond Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.52 % | 0.24 % |
Price | $137.79 | $18.87 |
Size | $58.011 million | $216.059 million |
10Y return | N/A | -11.49 % |
Annual distribution yield (5Y) | 0.11 % | 2.39 % |
Market | ASX | ASX |
First listed date | 08/11/2023 | 13/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MHOT | RGB | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $1,963.25 | $643.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $2,066.85 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
MHOT | RGB | |
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Pros |
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Cons |
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MHOT | RGB |
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Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |