Compare AU

Compare MICH vs. GEAR

Compare shares and ETFs on the ASX that you can trade on Pearler.

Magellan Infrastructure Fund (Currency Hedged)(Managed Fund)

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 Magellan Infrastructure Fund (Currency Hedged)(Managed Fund) (MICH) and the BetaShares Geared Australian Equity Fund (Hedge Fund) (GEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MICH

GEAR

Popularity

Low

Low

Pearlers invested

13

187

Median incremental investment

$1,068.57

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,497.02

$2,183.48

Average age group

> 35

26 - 35


Key Summary

MICH

GEAR

Strategy

MICH.AX was created on 2016-07-19 by Magellan. The fund's investment portfolio concentrates primarily on theme equity. To achieve attractive risk adjusted returns over the medium to long-term, While reducing the risk of permanent capital loss

GEAR.AX was created on 2014-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 446.69m in AUM and 201 holdings. The Fund aims to provide investors with geared exposure to a diversified portfolio of Australian shares as simply as buying any share on the ASX. As the fund is internally geared, investors do not need to take out margin loans and do not have the possibility of margin calls in relation to their investment in the Fund.

Top 3 holdings

Aena SME SA (6.97 %)

Ferrovial SE (6.23 %)

Vinci SA (5.87 %)

COMMONWEALTH BANK OF AUSTRALIA (19.29 %)

BHP GROUP LTD (19.01 %)

CSL LTD (12.95 %)

Top 3 industries

Industrials (46.99 %)

Utilities (45.11 %)

Other (7.90 %)

Other (35.58 %)

Financials (20.56 %)

Materials (12.96 %)

Top 3 countries

Management fee

1.05 %

0.8 %


Key Summary

MICH

GEAR

Issuer

Magellan

BetaShares

Tracking index

S&P Global Infrastructure Hedged to USD Index

Asset class

ETF

ETF

Management fee

1.05 %

0.8 %

Price

$2.89

$32.02

Size

N/A

$429.669 million

10Y return

N/A

54.76 %

Annual distribution yield (5Y)

4.12 %

9.20 %

Market

ASX

ASX

First listed date

22/07/2016

02/05/2014

Purchase fee

$6.50

$6.50


Community Stats

MICH

GEAR

Popularity

Low

Low

Pearlers invested

13

187

Median incremental investment

$1,068.57

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,497.02

$2,183.48

Average age group

> 35

26 - 35


Pros and Cons

MICH

GEAR

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MICH

GEAR

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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