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Compare MQIO vs. MFOA
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are MQIO and MFOA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MQIO | MFOA | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $693.50 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $1,374.66 |
Average age group | N/A | 26 - 35 |
Key Summary
MQIO | MFOA | |
|---|---|---|
Strategy | MQIO.AX was created on 2023-11-22 by Macquarie. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to outperform the Bloomberg AusBond Bank Bill Index over the medium term (before fees). | MFOA.AX was created on 2023-01-16 by Milford. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. The Fund targets absolute returns with an annualised return objective of 5% above the RBA cash rate while seeking to preserve investor capital over rolling three year periods (net of fees). |
Top 3 holdings | Macquarie Income Opportunities Active ETF (100 %) | CSL Ltd (5.75 %) Santos Ltd (3.07 %) ResMed Inc CHESS Depositary Interests on a ratio of 10 CDIs per ord.sh (2.42 %) |
Top 3 industries | Other (70.40 %) Materials (13.15 %) Health Care (11.52 %) | |
Top 3 countries | ||
Management fee | 0.492 % | 0 % |
Key Summary
MQIO | MFOA | |
|---|---|---|
Issuer | Macquarie | Milford |
Tracking index | RBA Cash Rate - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.492 % | 0 % |
Price | $10.70 | $11.23 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 2.20 % | 2.28 % |
Market | ASX | ASX |
First listed date | 21/11/2023 | 15/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MQIO | MFOA | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $693.50 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $1,374.66 |
Average age group | N/A | 26 - 35 |
Pros and Cons
MQIO | MFOA | |
|---|---|---|
Pros |
| |
Cons |
|
MQIO | MFOA |
|---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |