Compare AU
Compare AESG 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 iShares Global Aggregate Bond Esg (Aud Hedged) ETF (AESG) 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
AESG | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 4 |
Median incremental investment | $1,993.50 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,089.12 | $13,318.62 |
Average age group | > 35 | > 35 |
Key Summary
AESG | MOGL | |
|---|---|---|
Strategy | AESG.AX was created on 2022-08-09 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging). | N/A |
Top 3 holdings | iShares Global Aggt Bd ESG ETF AUD H Dis (99.94 %) | KKR & Co Inc Ordinary Shares (10.52 %) Amazon.com Inc (10.23 %) Blackstone Inc (9.48 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | 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 | 0.19 % | N/A |
Key Summary
AESG | MOGL | |
|---|---|---|
Issuer | iShares | N/A |
Tracking index | Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI Index - Benchmark TR Net | N/A |
Asset class | ETF | Stock |
Management fee | 0.19 % | N/A |
Price | $97.36 | $5.32 |
Size | $79.642 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.84 % | 4.59 % |
Market | ASX | ASX |
First listed date | 10/08/2022 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AESG | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 4 |
Median incremental investment | $1,993.50 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,089.12 | $13,318.62 |
Average age group | > 35 | > 35 |
Pros and Cons
AESG | MOGL | |
|---|---|---|
Pros |
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Cons |
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AESG | 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 |