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Compare MICH vs. VEFI
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 Vanguard Ethically Conscious Glb Agg Bond Index (Hedged) ETF (VEFI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MICH | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 14 |
Median incremental investment | $1,143.63 | $1,540.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,470.63 | $8,098.13 |
Average age group | > 35 | > 35 |
Key Summary
MICH | VEFI | |
|---|---|---|
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 | VEFI.AX was created on 2018-09-11 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Ethically Conscious Global Aggregate Bond Index Fund (Hedged) AUD Hedged seeks to track the return of the Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index Hedged into Australian dollars before taking into account fees, expenses and tax. |
Top 3 holdings | Aena SME SA (6.46 %) Severn Trent PLC (5.77 %) Ferrovial SE (5.40 %) | French Republic Government Bond OAT 0.75 2028-11-25 (0.48 %) United States Treasury Note/Bond 0.75 2023-12-31 (0.46 %) Italy Buoni Poliennali Del Tesoro (0.46 %) |
Top 3 industries | Utilities (46.48 %) Industrials (29.85 %) Other (13.74 %) | Financials (0.00 %) |
Top 3 countries | United States (38.21 %) Spain (15.62 %) United Kingdom of Great Britain and Northern Ireland (14.04 %) | |
Management fee | 1.05 % | 0.26 % |
Key Summary
MICH | VEFI | |
|---|---|---|
Issuer | Magellan | Vanguard |
Tracking index | S&P Global Infrastructure Hedged to USD Index | Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index hedged in AUD - AUD - Australia Dollar |
Asset class | ETF | ETF |
Management fee | 1.05 % | 0.26 % |
Price | $3.25 | $43.19 |
Size | N/A | $4.298 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.14 % | 3.43 % |
Market | ASX | ASX |
First listed date | 22/07/2016 | 13/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MICH | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 14 |
Median incremental investment | $1,143.63 | $1,540.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,470.63 | $8,098.13 |
Average age group | > 35 | > 35 |
Pros and Cons
MICH | VEFI | |
|---|---|---|
Pros |
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Cons |
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MICH | VEFI |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |