Compare AU

Compare MICH vs. MTUM

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

Magellan Infra Fund (Currency Hedged) - Active 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 Magellan Infra Fund (Currency Hedged) - Active ETF (MICH) and the BetaShares Australian Momentum ETF (MTUM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MICH

MTUM

Popularity

Low

Low

Pearlers invested

13

2

Median incremental investment

$1,143.63

$504.00

Median investment frequency

Monthly

Quarterly

Median total investment

$1,465.94

$591.25

Average age group

> 35

26 - 35


Key Summary

MICH

MTUM

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

N/A

Top 3 holdings

Aena SME SA (6.97 %)

Ferrovial SE (6.23 %)

Vinci SA (5.87 %)

COMMONWEALTH BANK OF AUSTRALIA (9.88 %)

WESTPAC BANKING CORP (9.72 %)

NATIONAL AUSTRALIA BANK LTD (9.59 %)

Top 3 industries

Industrials (46.99 %)

Utilities (45.11 %)

Other (7.90 %)

Financials (53.29 %)

Consumer Discretionary (13.35 %)

Real Estate (11.49 %)

Top 3 countries

United States (38.21 %)

Spain (15.62 %)

United Kingdom of Great Britain and Northern Ireland (14.04 %)

Management fee

1.05 %

0 %


Key Summary

MICH

MTUM

Issuer

Magellan

Tracking index

S&P Global Infrastructure Hedged to USD Index

Asset class

ETF

Stock

Management fee

1.05 %

0 %

Price

$2.85

$27.79

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.23 %

0.19 %

Market

ASX

ASX

First listed date

22/07/2016

23/07/2024

Purchase fee

$6.50

$6.50


Community Stats

MICH

MTUM

Popularity

Low

Low

Pearlers invested

13

2

Median incremental investment

$1,143.63

$504.00

Median investment frequency

Monthly

Quarterly

Median total investment

$1,465.94

$591.25

Average age group

> 35

26 - 35


Pros and Cons

MICH

MTUM

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

MICH

MTUM

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Lower price growth

Higher price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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