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Compare DJRE 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 State Street SPDR Dow Jones Gbl Real Estate Esg Tilted ETF (DJRE) 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
DJRE | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 128 | 3 |
Median incremental investment | $1,046.08 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,950.07 | $9,855.30 |
Average age group | > 35 | > 35 |
Key Summary
DJRE | MOGL | |
|---|---|---|
Strategy | DJRE.AX was created on 2013-11-01 by State Street . The fund's investment portfolio concentrates primarily on real estate equity. The ETF currently has 515.28m in AUM and 225 holdings. The State Street SPDR Dow Jones Global Real Estate ESG Tilted ETF seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select ESG Tilted Real Estate Securities 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 | Prologis Inc (8.17 %) Welltower Inc (6.97 %) Public Storage (6.48 %) | Microsoft Corp (11.24 %) Amazon.com Inc (11.07 %) KKR & Co Inc Ordinary Shares (8.66 %) |
Top 3 industries | Real Estate (100.00 %) Other (5.20 %) | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) |
Top 3 countries | United States (71.31 %) Japan (9.05 %) United Kingdom of Great Britain and Northern Ireland (3.07 %) | United States (88.05 %) China (6.90 %) France (3.09 %) |
Management fee | 0.2 % | 1.32 % |
Key Summary
DJRE | MOGL | |
|---|---|---|
Issuer | State Street | Montgomery |
Tracking index | Dow Jones Global Select ESG Tilted Real Estate Securities Index - AUD - Benchmark TR Net | MSCI World Index |
Asset class | ETF | ETF |
Management fee | 0.2 % | 1.32 % |
Price | $21.18 | $4.55 |
Size | $511.130 million | N/A |
10Y return | 1.49 % | N/A |
Annual distribution yield (5Y) | 3.62 % | 4.68 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DJRE | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 128 | 3 |
Median incremental investment | $1,046.08 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,950.07 | $9,855.30 |
Average age group | > 35 | > 35 |
Pros and Cons
DJRE | MOGL | |
|---|---|---|
Pros |
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Cons |
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DJRE | 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 |