Compare AU
Compare MHOT vs. UTIP
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 BetaShares Inflation Protected Us Trsy Bond Ch ETF (UTIP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MHOT | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $1,963.25 | $4,192.00 |
Median investment frequency | Fortnightly | Daily |
Median total investment | $2,066.85 | $16,801.73 |
Average age group | > 35 | > 35 |
Key Summary
MHOT | UTIP | |
|---|---|---|
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. | UTIP.AX was created on 2023-09-18 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 Bloomberg Global Inflation-Linked: U.S. TIPS Total Return Index Hedged AUD, before taking into account fees and expenses. |
Top 3 holdings | Bristol-Myers Squibb Co (2.94 %) The Walt Disney Co (2.93 %) Alphabet Inc Class A (2.87 %) | United States Treasury Notes 1.875% (4.03 %) United States Treasury Notes 1.75% (3.82 %) United States Treasury Notes 1.125% (3.55 %) |
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 % | 0.22 % |
Key Summary
MHOT | UTIP | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | Morningstar Wide Moat Focus Index - AUD - Benchmark TR Net Hedged | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.52 % | 0.22 % |
Price | $137.79 | $25.19 |
Size | $58.011 million | $184.172 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.11 % | 0.39 % |
Market | ASX | ASX |
First listed date | 08/11/2023 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MHOT | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $1,963.25 | $4,192.00 |
Median investment frequency | Fortnightly | Daily |
Median total investment | $2,066.85 | $16,801.73 |
Average age group | > 35 | > 35 |
Pros and Cons
MHOT | UTIP | |
|---|---|---|
Pros |
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Cons |
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MHOT | UTIP |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |