Compare AU

Compare ERTH vs. MOGL

Compare shares and ETFs on the ASX that you can trade on Pearler.

Solactive Climate Change Innovation

ASX

Buy

Buy

Overview
Performance

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 Solactive Climate Change Innovation (ERTH) 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

ERTH

MOGL

Popularity

Low

Low

Pearlers invested

374

4

Median incremental investment

$601.32

$295.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$937.28

$13,168.41

Average age group

26 - 35

> 35


Key Summary

ERTH

MOGL

Strategy

ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions.

N/A

Top 3 holdings

CIE DE SAINT-GOBAIN (5.14 %)

ECOLAB INC (5.08 %)

DSM-FIRMENICH AG (4.97 %)

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

Top 3 industries

Other (56.07 %)

Information Technology (10.82 %)

Consumer Discretionary (9.83 %)

Communication Services (29.81 %)

Financials (28.90 %)

Information Technology (27.24 %)

Top 3 countries

United States (40.06 %)

China (11.65 %)

Denmark (7.67 %)

United States (81.43 %)

China (8.13 %)

France (2.82 %)

Management fee

0.55 %

N/A


Key Summary

ERTH

MOGL

Issuer

BetaShares

N/A

Tracking index

Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net

N/A

Asset class

ETF

Stock

Management fee

0.55 %

N/A

Price

$9.24

$5.32

Size

$95.069 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.58 %

4.59 %

Market

ASX

ASX

First listed date

10/03/2021

20/12/2017

Purchase fee

$6.50

$6.50


Community Stats

ERTH

MOGL

Popularity

Low

Low

Pearlers invested

374

4

Median incremental investment

$601.32

$295.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$937.28

$13,168.41

Average age group

26 - 35

> 35


Pros and Cons

ERTH

MOGL

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Lower price growth

  • Lower dividend/distribution yield

  • Exposure to 1 market and 1 sector only

ERTH

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

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