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Compare OPPT vs. VGAD
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 Vanguard MSCI Index International Shares (Hedged) ETF (VGAD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OPPT | VGAD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 585 |
Median incremental investment | $0 | $2,012.34 |
Median investment frequency | N/A | Monthly |
Median total investment | $5,012.60 | $10,403.15 |
Average age group | > 35 | > 35 |
Key Summary
OPPT | VGAD | |
|---|---|---|
Strategy | OPPT.AX was created on 2019-10-11 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. To outperform the MSCI World Net Total Return Index (AUD) net of fees over periods of three years or longer. | The aim of Vanguard MSCI Index International Shares (Hedged) ETF is to track the return of the MSCI World ex-Australia (with net dividends reinvested) before considering fees, expenses, and tax. It also seeks to reduce the impact of foreign exchange fluctuations on the fund's performance by hedging it to the Australian dollar. |
Top 3 holdings | Microsoft Corp (8.00 %) Amazon.com Inc (7.38 %) Mastercard Inc Class A (5.98 %) | Apple Inc. (5.41 %) Microsoft Corp. (4.14 %) Amazon.com Inc. (2.15 %) |
Top 3 industries | Information Technology (22.51 %) Financials (13.70 %) Health Care (12.53 %) | |
Top 3 countries | United States (72.94 %) Japan (5.73 %) United Kingdom of Great Britain and Northern Ireland (3.77 %) | |
Management fee | 0 % | 0.21 % |
Key Summary
OPPT | VGAD | |
|---|---|---|
Issuer | Magellan | Vanguard |
Tracking index | MSCI World Index | MSCI World ex Australia - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0 % | 0.21 % |
Price | $1.765 | $122.39 |
Size | N/A | $6.291 billion |
10Y return | N/A | 154.98 % |
Annual distribution yield (5Y) | 6.83 % | 4.11 % |
Market | ASX | ASX |
First listed date | 30/08/2021 | 20/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OPPT | VGAD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 585 |
Median incremental investment | $0 | $2,012.34 |
Median investment frequency | N/A | Monthly |
Median total investment | $5,012.60 | $10,403.15 |
Average age group | > 35 | > 35 |
Pros and Cons
OPPT | VGAD | |
|---|---|---|
Pros |
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Cons |
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OPPT | VGAD |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |