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Compare VESG vs. MFOA
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 Vanguard Ethically Conscious International Shares Index ETF (VESG) and the Milford Australian Absolute Growth Complex ETF (MFOA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VESG | MFOA | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 2,727 | 1 |
Median incremental investment | $990.50 | $693.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,018.90 | $11,458.34 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
VESG | MFOA | |
|---|---|---|
Strategy | VESG seeks to track the performance of the FTSE Developed ex-Australia Choice Index (with dividends reinvested) before considering any additional fees, expenses, and taxes. | MFOA.AX was created on 2023-01-16 by Milford. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. The Fund targets absolute returns with an annualised return objective of 5% above the RBA cash rate while seeking to preserve investor capital over rolling three year periods (net of fees). |
Top 3 holdings | Apple Inc. (5.54 %) Microsoft Corp. (4.67 %) Amazon.com Inc. (2.10 %) | ANZ Group Holdings Ltd (3.43 %) National Australia Bank Ltd (3.19 %) Westpac Banking Corp (3.16 %) |
Top 3 industries | Information Technology (26.14 %) Health Care (16.64 %) Financials (15.14 %) | Other (70.40 %) Materials (13.15 %) Health Care (11.52 %) |
Top 3 countries | United States (73.05 %) Japan (6.22 %) Switzerland (2.78 %) | Australia (83.13 %) United States (9.91 %) New Zealand (4.73 %) |
Management fee | 0.18 % | 0 % |
Key Summary
VESG | MFOA | |
|---|---|---|
Issuer | Vanguard | Milford |
Tracking index | FTSE Developed ex Australia Choice Index - AUD | RBA Cash Rate - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0 % |
Price | $103.45 | $11.46 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.61 % | 2.09 % |
Market | ASX | ASX |
First listed date | 13/09/2018 | 15/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VESG | MFOA | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 2,727 | 1 |
Median incremental investment | $990.50 | $693.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,018.90 | $11,458.34 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
VESG | MFOA | |
|---|---|---|
Pros |
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Cons |
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VESG | MFOA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |