Compare AU
Compare AAA 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 Aussie Cash Deposits (AAA) and the Montgomery Global Investment Portfolio (MOGL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AAA | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 153 | 4 |
Median incremental investment | $6,184.71 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,007.60 | $13,318.62 |
Average age group | > 35 | > 35 |
Key Summary
AAA | MOGL | |
|---|---|---|
Strategy | AAA.AX was created on 2012-03-06 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide exposure to Australian cash, with attractive and regular incomedistributions that exceed the 30 day Bank Bill Swap Rate (after fees and expenses). | N/A |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (100.00 %) | KKR & Co Inc Ordinary Shares (10.52 %) Amazon.com Inc (10.23 %) Blackstone Inc (9.48 %) |
Top 3 industries | Communication Services (100.00 %) | Financials (29.48 %) Information Technology (27.35 %) Communication Services (22.15 %) |
Top 3 countries | United States (81.43 %) China (8.13 %) France (2.82 %) | |
Management fee | 0.18 % | N/A |
Key Summary
AAA | MOGL | |
|---|---|---|
Issuer | BetaShares | N/A |
Tracking index | N/A | |
Asset class | ETF | Stock |
Management fee | 0.18 % | N/A |
Price | $50.19 | $5.32 |
Size | $3.588 billion | N/A |
10Y return | 0.08 % | N/A |
Annual distribution yield (5Y) | 2.14 % | 4.59 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 153 | 4 |
Median incremental investment | $6,184.71 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,007.60 | $13,318.62 |
Average age group | > 35 | > 35 |
Pros and Cons
AAA | MOGL | |
|---|---|---|
Pros |
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Cons |
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AAA | MOGL |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |