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Compare MTUM vs. HQLT
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 Betashares Australian Momentum ETF (MTUM) and the Betashares Global Quality Leaders Currency Hedged ETF (HQLT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MTUM | HQLT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 5 |
Median incremental investment | $813.50 | $1,047.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,752.00 | $7,318.60 |
Average age group | > 35 | > 35 |
Key Summary
MTUM | HQLT | |
|---|---|---|
Strategy | N/A | HQLT.AX was created on 2020-06-05 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the iSTOXX MUTB Global ex-Australia Quality Leaders Index AUD Hedged (the Index), before taking into account fees and expenses. |
Top 3 holdings | SPI 200 FUTURES MAR26 (0 %) TELSTRA GROUP LTD (9.43 %) WESTPAC BANKING CORP (7.64 %) | NZD - NEW ZEALAND DOLLAR (0 %) LAM RESEARCH CORP (2.66 %) ASML HOLDING NV (2.39 %) |
Top 3 industries | Financials (34.83 %) Consumer Discretionary (16.53 %) Industrials (14.39 %) | Other (32.16 %) Information Technology (27.22 %) Industrials (11.08 %) |
Top 3 countries | United States (68.86 %) Japan (11.81 %) Switzerland (4.49 %) | |
Management fee | 0 % | 0.38 % |
Key Summary
MTUM | HQLT | |
|---|---|---|
Issuer | BetaShares | |
Tracking index | iSTOXX MUTB Global ex-Australia Quality Leaders Index - AUD | |
Asset class | Stock | ETF |
Management fee | 0 % | 0.38 % |
Price | $29.20 | $34.04 |
Size | N/A | $129.866 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.19 % | 2.42 % |
Market | ASX | ASX |
First listed date | 23/07/2024 | 09/06/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MTUM | HQLT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 5 |
Median incremental investment | $813.50 | $1,047.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,752.00 | $7,318.60 |
Average age group | > 35 | > 35 |
Pros and Cons
MTUM | HQLT | |
|---|---|---|
Pros |
| |
Cons |
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MTUM | HQLT |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |