Compare AU

Compare MHOT vs. VDGR

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 Vanguard Diversified Growth Index ETF (VDGR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MHOT

VDGR

Popularity

Low

Low

Pearlers invested

1

107

Median incremental investment

$2,553.00

$1,055.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,887.60

$3,248.70

Average age group

> 35

> 35


Key Summary

MHOT

VDGR

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.

VDGR.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund seeks to achieve its objective by employing a passive investment strategy that tracks the weighted average return of the various indices of the Underlying Funds in which the Fund invests, in proportion to the SAA for the Fund, before takinginto account fees, expenses and tax

Top 3 holdings

Salesforce Inc (3.15 %)

Bristol-Myers Squibb Co (3.03 %)

Autodesk Inc (3.02 %)

BHP Group Ltd. (3.01 %)

Commonwealth Bank of Australia (2.40 %)

CSL Ltd. (1.89 %)

Top 3 industries

Other (79.44 %)

Information Technology (4.81 %)

Health Care (4.65 %)

Other (31.32 %)

Financials (13.67 %)

Information Technology (9.13 %)

Top 3 countries

United States (39.83 %)

Australia (38.22 %)

Japan (3.61 %)

Management fee

0.52 %

0.27 %


Key Summary

MHOT

VDGR

Issuer

VanEck

Vanguard

Tracking index

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

28% S&P/ASX 300 Index - 20.5% MSCI World ex-Australia Index - 12.5% MSCI World ex Australia Hedged to AUD Index - 5% MSCI World ex-Australia Small Cap Index - 34% Other Benchmark

Asset class

ETF

ETF

Management fee

0.52 %

0.27 %

Price

$143.66

$63.64

Size

$59.169 million

$1.222 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.11 %

5.01 %

Market

ASX

ASX

First listed date

08/11/2023

22/11/2017

Purchase fee

$6.50

$6.50


Community Stats

MHOT

VDGR

Popularity

Low

Low

Pearlers invested

1

107

Median incremental investment

$2,553.00

$1,055.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,887.60

$3,248.70

Average age group

> 35

> 35


Pros and Cons

MHOT

VDGR

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MHOT

VDGR

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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