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Compare 29BB vs. MOGL
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 Betashares 2029 Fixed Term Corp Bond Active ETF (29BB) and the Montaka Global Fund - Active ETF (MOGL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
29BB | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $10,000.00 | $295.25 |
Median investment frequency | Daily | Fortnightly |
Median total investment | $9,991.08 | $8,664.00 |
Average age group | > 35 | > 35 |
Key Summary
29BB | MOGL | |
|---|---|---|
Strategy | 29BB.AX was created on 2025-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with access to a diversified portfolio of fixed-rate, investment grade, Australian dollar denominated corporate bonds with maturity dates occurring between May 2028 and May 2029, inclusive | MOGL.AX was created on 2017-12-19 by Montgomery. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with long term capital growth as well as income distributions of at least 4.5% per annum through a portfolio of quality global shares and to outperform the MSCI World Net Total Return Index (Index), in Australian Dollars over a rolling 5-year period, net of fees. Returns are not guaranteed. |
Top 3 holdings | BANCO SANTANDER SA 5.796% JAN-29 (3.85 %) NSW ELECTRICITY NETWORKS 2.732% APR-29 (3.51 %) OPTUS FINANCE PTY LTD 2.6% NOV-28 (3.00 %) | Amazon.com Inc (10.21 %) Microsoft Corp (8.93 %) Meta Platforms Inc Class A (7.55 %) |
Top 3 industries | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) | |
Top 3 countries | United States (88.05 %) China (6.90 %) France (3.09 %) | |
Management fee | 0 % | 1.32 % |
Key Summary
29BB | MOGL | |
|---|---|---|
Issuer | BetaShares | Montgomery |
Tracking index | MSCI World Index | |
Asset class | ETF | ETF |
Management fee | 0 % | 1.32 % |
Price | $24.54 | $4.00 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.03 % | 4.68 % |
Market | ASX | ASX |
First listed date | 01/05/2025 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
29BB | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $10,000.00 | $295.25 |
Median investment frequency | Daily | Fortnightly |
Median total investment | $9,991.08 | $8,664.00 |
Average age group | > 35 | > 35 |
Pros and Cons
29BB | MOGL | |
|---|---|---|
Pros |
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Cons |
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29BB | MOGL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |