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Compare AYLD 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 Global X S&P/ASX 200 Covered Call Complex ETF (AYLD) 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
AYLD | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 3 |
Median incremental investment | $1,243.50 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $6,939.28 | $8,317.44 |
Average age group | > 35 | > 35 |
Key Summary
AYLD | MOGL | |
|---|---|---|
Strategy | AYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P/ASX BuyWrite Index | 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 | Commonwealth Bank of Australia (10.95 %) BHP Group Ltd (9.88 %) National Australia Bank Ltd (5.42 %) | Amazon.com Inc (10.15 %) Microsoft Corp (8.98 %) Meta Platforms Inc Class A (8.18 %) |
Top 3 industries | Financials (54.87 %) Materials (16.67 %) Health Care (10.24 %) | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) |
Top 3 countries | Australia (95.22 %) United States (3.21 %) New Zealand (0.60 %) | United States (88.05 %) China (6.90 %) France (3.09 %) |
Management fee | 0.6 % | 1.32 % |
Key Summary
AYLD | MOGL | |
|---|---|---|
Issuer | Global X | Montgomery |
Tracking index | S&P/ASX 200 Index | MSCI World Index |
Asset class | ETF | ETF |
Management fee | 0.6 % | 1.32 % |
Price | $10.16 | $3.84 |
Size | $92.848 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 7.82 % | 4.68 % |
Market | ASX | ASX |
First listed date | 31/01/2023 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AYLD | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 3 |
Median incremental investment | $1,243.50 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $6,939.28 | $8,317.44 |
Average age group | > 35 | > 35 |
Pros and Cons
AYLD | MOGL | |
|---|---|---|
Pros |
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Cons |
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AYLD | 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 |
Higher distribution yield | Lower distribution yield |