Compare AU

Compare USD vs. MHG

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares U.S. Dollar ETF

ASX

Buy

Buy

Overview
Performance

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 U.S. Dollar ETF (USD) and the Magellan Global Equities Fund Currency Hedged (Managed Fund) (MHG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

USD

MHG

Popularity

Low

Low

Pearlers invested

3

5

Median incremental investment

$2,022.49

$1,494.46

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,043.46

$3,750.12

Average age group

> 35

> 35


Key Summary

USD

MHG

Strategy

USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ the Fund is designed to go up 10% too, before fees and expenses. Conversely, the Fund will go down if the U.S. dollar falls.

MHG.AX was created on 2015-08-04 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. To achieve attractive risk-adjusted investment returns over the medium to long-term, While reducing the risk of permanent capital loss.

Top 3 holdings

AUD - AUSTRALIA DOLLAR (0.34 %)

Amazon.com Inc (6.77 %)

Microsoft Corp (5.74 %)

SAP SE (4.59 %)

Top 3 industries

Other (99.98 %)

Communication Services (0.00 %)

Information Technology (46.20 %)

Communication Services (17.17 %)

Consumer Staples (15.67 %)

Top 3 countries

United States (77.86 %)

Germany (4.93 %)

Netherlands (4.50 %)

Management fee

0.45 %

1.35 %


Key Summary

USD

MHG

Issuer

BetaShares

Magellan

Tracking index

MSCI World Index - Hedged to AUD

Asset class

ETF

ETF

Management fee

0.45 %

1.35 %

Price

$15.81

$3.96

Size

$81.654 million

N/A

10Y return

31.09 %

N/A

Annual distribution yield (5Y)

1.74 %

4.01 %

Market

ASX

ASX

First listed date

01/02/2011

10/08/2015

Purchase fee

$6.50

$6.50


Community Stats

USD

MHG

Popularity

Low

Low

Pearlers invested

3

5

Median incremental investment

$2,022.49

$1,494.46

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,043.46

$3,750.12

Average age group

> 35

> 35


Pros and Cons

USD

MHG

Pros

  • Lower management fee

  • Higher price growth

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

USD

MHG

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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