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Compare MICH vs. IOZ
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 Magellan Infra Fund (Currency Hedged) - Active ETF (MICH) and the iShares Core S&P/ASX 200 ETF (IOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MICH | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 905 |
Median incremental investment | $1,143.63 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,452.53 | $2,675.75 |
Average age group | > 35 | 26 - 35 |
Key Summary
MICH | IOZ | |
|---|---|---|
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 | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. |
Top 3 holdings | Aena SME SA (6.46 %) Severn Trent PLC (5.77 %) Ferrovial SE (5.40 %) | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) |
Top 3 industries | Utilities (46.48 %) Industrials (29.85 %) Other (13.74 %) | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) |
Top 3 countries | United States (38.21 %) Spain (15.62 %) United Kingdom of Great Britain and Northern Ireland (14.04 %) | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) |
Management fee | 1.05 % | 0.05 % |
Key Summary
MICH | IOZ | |
|---|---|---|
Issuer | Magellan | iShares |
Tracking index | S&P Global Infrastructure Hedged to USD Index | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 1.05 % | 0.05 % |
Price | $3.21 | $34.20 |
Size | N/A | $7.775 billion |
10Y return | N/A | 57.89 % |
Annual distribution yield (5Y) | 4.14 % | 3.96 % |
Market | ASX | ASX |
First listed date | 22/07/2016 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MICH | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 905 |
Median incremental investment | $1,143.63 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,452.53 | $2,675.75 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MICH | IOZ | |
|---|---|---|
Pros |
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Cons |
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MICH | IOZ |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |