Back
Compare AU
Compare MTUM vs. MHOT
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 VanEck Morningstar Wide Moat (Aud Hedged) ETF (MHOT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MTUM | MHOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 4 |
Median incremental investment | $633.50 | $1,963.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,561.43 | $6,946.24 |
Average age group | > 35 | > 35 |
Key Summary
MTUM | MHOT | |
|---|---|---|
Strategy | N/A | MHOT.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. MHOT.AX gives investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages according to Morningstars equity research team. MHOT.AX aims to provide investment returns before fees and other costs which track the performance of the Index with returns hedged into Australian dollars. |
Top 3 holdings | SPI 200 FUTURES MAR26 (0 %) TELSTRA GROUP LTD (8.79 %) WESTPAC BANKING CORP (5.67 %) | Huntington Ingalls Industries Inc (3.64 %) United Parcel Service Inc Class B (3.09 %) Bristol-Myers Squibb Co (3.08 %) |
Top 3 industries | Financials (34.83 %) Consumer Discretionary (16.53 %) Industrials (14.39 %) | Other (79.68 %) Industrials (6.90 %) Information Technology (6.82 %) |
Top 3 countries | United States (97.57 %) Netherlands (2.43 %) | |
Management fee | 0 % | 0.52 % |
Key Summary
MTUM | MHOT | |
|---|---|---|
Issuer | VanEck | |
Tracking index | Morningstar Wide Moat Focus Index - AUD - Benchmark TR Net Hedged | |
Asset class | Stock | ETF |
Management fee | 0 % | 0.52 % |
Price | $28.65 | $141.76 |
Size | N/A | $30.840 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.19 % | 4.61 % |
Market | ASX | ASX |
First listed date | 23/07/2024 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MTUM | MHOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 4 |
Median incremental investment | $633.50 | $1,963.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,561.43 | $6,946.24 |
Average age group | > 35 | > 35 |
Pros and Cons
MTUM | MHOT | |
|---|---|---|
Pros |
| |
Cons |
|
MTUM | MHOT |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower dividend/distribution yield | Higher dividend/distribution yield |