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Compare ALFA 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 VanEck Australian Long Short Complex ETF (ALFA) 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
ALFA | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 3 |
Median incremental investment | $993.50 | $295.25 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $1,962.23 | $9,443.03 |
Average age group | > 35 | > 35 |
Key Summary
ALFA | MOGL | |
|---|---|---|
Strategy | ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved. | 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 | Woolworths Group Ltd (5.47 %) BHP Group Ltd (5.30 %) Telstra Group Ltd (5.24 %) | Microsoft Corp (11.66 %) Amazon.com Inc (11.13 %) Meta Platforms Inc Class A (7.16 %) |
Top 3 industries | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) | |
Top 3 countries | Australia (100.00 %) | United States (88.05 %) China (6.90 %) France (3.09 %) |
Management fee | 0.39 % | 1.32 % |
Key Summary
ALFA | MOGL | |
|---|---|---|
Issuer | VanEck | Montgomery |
Tracking index | MSCI World Index | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 1.32 % |
Price | $22.95 | $4.21 |
Size | $36.701 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.70 % | 4.89 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 3 |
Median incremental investment | $993.50 | $295.25 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $1,962.23 | $9,443.03 |
Average age group | > 35 | > 35 |
Pros and Cons
ALFA | MOGL | |
|---|---|---|
Pros |
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Cons |
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ALFA | MOGL |
|---|---|
Higher exposure to AU market | Lower 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 |