Compare AU
Compare MHOT vs. VDGR
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 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 | 2 | 107 |
Median incremental investment | $1,963.25 | $1,046.75 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,066.85 | $3,343.24 |
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 | Bristol-Myers Squibb Co (2.94 %) The Walt Disney Co (2.93 %) Alphabet Inc Class A (2.87 %) | BHP Group Ltd. (3.01 %) Commonwealth Bank of Australia (2.40 %) CSL Ltd. (1.89 %) |
Top 3 industries | Other (79.66 %) Health Care (6.74 %) Information Technology (4.90 %) | Other (31.32 %) Financials (13.67 %) Information Technology (9.13 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | 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 | $137.79 | $63.08 |
Size | $58.011 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 | 2 | 107 |
Median incremental investment | $1,963.25 | $1,046.75 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,066.85 | $3,343.24 |
Average age group | > 35 | > 35 |
Pros and Cons
MHOT | VDGR | |
|---|---|---|
Pros |
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Cons |
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MHOT | VDGR |
|---|---|
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 price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |