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Compare MTUM vs. HQUS
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 S&P 500 Equal Weight Currency Hedged ETF (HQUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MTUM | HQUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 9 |
Median incremental investment | $813.50 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,752.00 | $4,062.15 |
Average age group | > 35 | > 35 |
Key Summary
MTUM | HQUS | |
|---|---|---|
Strategy | N/A | HQUS.AX was created on 2024-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HQUS.AX aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR. |
Top 3 holdings | SPI 200 FUTURES MAR26 (0 %) TELSTRA GROUP LTD (9.30 %) WESTPAC BANKING CORP (7.69 %) | BetaShares S&P 500 Equal Weight ETF (101.90 %) |
Top 3 industries | Financials (34.83 %) Consumer Discretionary (16.53 %) Industrials (14.39 %) | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) |
Top 3 countries | United States (98.88 %) Switzerland (0.37 %) China (0.21 %) | |
Management fee | 0 % | 0.29 % |
Key Summary
MTUM | HQUS | |
|---|---|---|
Issuer | BetaShares | |
Tracking index | S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged | |
Asset class | Stock | ETF |
Management fee | 0 % | 0.29 % |
Price | $29.20 | $47.79 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.19 % | 1.68 % |
Market | ASX | ASX |
First listed date | 23/07/2024 | 11/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MTUM | HQUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 9 |
Median incremental investment | $813.50 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,752.00 | $4,062.15 |
Average age group | > 35 | > 35 |
Pros and Cons
MTUM | HQUS | |
|---|---|---|
Pros |
| |
Cons |
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MTUM | HQUS |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower dividend/distribution yield | Higher dividend/distribution yield |