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Compare OPPT vs. MGOC
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 Global Opportunities Fund - Active ETF (OPPT) and the Magellan Global Fund -Open Class Units -Active ETF (MGOC). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OPPT | MGOC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 43 |
Median incremental investment | $0 | $826.14 |
Median investment frequency | N/A | Monthly |
Median total investment | $5,197.20 | $2,560.00 |
Average age group | > 35 | > 35 |
Key Summary
OPPT | MGOC | |
|---|---|---|
Strategy | OPPT.AX was created on 2019-10-11 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Trust is to achieve attractive risk-adjusted returns over the medium to long-term. | MGOC.AX was created on 2007-07-01 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. The investment objectives of the Fund are to achieve attractive risk-adjusted returns over the medium to long-term while reducing the risk of permanent capital loss. The Fund aims to deliver 9% p.a. net of fees over the economic cycle. |
Top 3 holdings | Meta Platforms Inc Class A (8.27 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (7.97 %) Microsoft Corp (7.64 %) | Amazon.com Inc (8.08 %) Microsoft Corp (7.94 %) Meta Platforms Inc Class A (5.11 %) |
Top 3 industries | Consumer Discretionary (24.19 %) Other (18.92 %) Communication Services (17.48 %) | |
Top 3 countries | ||
Management fee | 0 % | 1.35 % |
Key Summary
OPPT | MGOC | |
|---|---|---|
Issuer | Magellan | Magellan |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 1.35 % |
Price | $1.83 | $3.20 |
Size | N/A | $7.047 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.83 % | 5.27 % |
Market | ASX | ASX |
First listed date | 30/08/2021 | 29/11/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OPPT | MGOC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 43 |
Median incremental investment | $0 | $826.14 |
Median investment frequency | N/A | Monthly |
Median total investment | $5,197.20 | $2,560.00 |
Average age group | > 35 | > 35 |
Pros and Cons
OPPT | MGOC | |
|---|---|---|
Pros |
| |
Cons |
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OPPT | MGOC |
|---|---|
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |