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Compare ZYUS vs. MCCL
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 Global X S&P 500 High Yield Low Volatility ETF (ZYUS) and the Munro Climate Change Leaders Fund Active ETF (MCCL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ZYUS | MCCL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 84 | 29 |
Median incremental investment | $682.66 | $1,004.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,034.86 | $2,100.40 |
Average age group | > 35 | 26 - 35 |
Key Summary
ZYUS | MCCL | |
|---|---|---|
Strategy | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 74.14m in AUM and 50 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index | MCCL.AX was created on 2022-01-20 by Munro. The fund's investment portfolio concentrates primarily on theme equity. The Fund is to maximise long term capital appreciation, by investing primarily in a concentrated long-only portfolio of companies focused on decarbonisation and climate change located anywhere in the world. The Fund aims to achieve a return greater than the MSCI All Country World (Net) Index in $A (Net) over a 5 to 7 year period |
Top 3 holdings | Pfizer Inc (3.06 %) Altria Group Inc (3.03 %) United Parcel Service Inc Class B (2.94 %) | GE Vernova Inc (8.23 %) NextEra Energy Inc (7.54 %) Constellation Energy Corp (6.83 %) |
Top 3 industries | Consumer Staples (32.40 %) Real Estate (29.02 %) Energy (20.31 %) | Industrials (51.61 %) Utilities (24.55 %) Information Technology (12.27 %) |
Top 3 countries | United States (97.95 %) United Kingdom of Great Britain and Northern Ireland (2.05 %) | United States (73.26 %) Germany (11.93 %) China (6.07 %) |
Management fee | 0.35 % | 0.9 % |
Key Summary
ZYUS | MCCL | |
|---|---|---|
Issuer | ETFS | Munro |
Tracking index | S&P 500 Low Volatility High Dividend Index | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.9 % |
Price | $14.33 | $17.80 |
Size | $75.679 million | N/A |
10Y return | 27.26 % | N/A |
Annual distribution yield (5Y) | 4.55 % | 4.91 % |
Market | ASX | ASX |
First listed date | 12/06/2015 | 19/01/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ZYUS | MCCL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 84 | 29 |
Median incremental investment | $682.66 | $1,004.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,034.86 | $2,100.40 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
ZYUS | MCCL | |
|---|---|---|
Pros |
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Cons |
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ZYUS | MCCL |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |