Compare AU
Compare ESGI 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 MSCI Global Sustainable (ESGI) 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
ESGI | MOGL | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,227 | 4 |
Median incremental investment | $743.50 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,918.11 | $13,118.34 |
Average age group | 26 - 35 | > 35 |
Key Summary
ESGI | MOGL | |
|---|---|---|
Strategy | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. | N/A |
Top 3 holdings | ASML Holding NV (5.16 %) Novo Nordisk AS Class B (5.00 %) Adobe Inc (4.71 %) | KKR & Co Inc Ordinary Shares (10.52 %) Amazon.com Inc (10.23 %) Blackstone Inc (9.48 %) |
Top 3 industries | Information Technology (54.21 %) Health Care (20.75 %) Other (15.14 %) | Communication Services (29.81 %) Financials (28.90 %) Information Technology (27.24 %) |
Top 3 countries | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) | United States (81.43 %) China (8.13 %) France (2.82 %) |
Management fee | 0.55 % | N/A |
Key Summary
ESGI | MOGL | |
|---|---|---|
Issuer | VanEck | N/A |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | N/A |
Asset class | ETF | Stock |
Management fee | 0.55 % | N/A |
Price | $37.47 | $5.22 |
Size | $202.822 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.26 % | 4.59 % |
Market | ASX | ASX |
First listed date | 08/03/2018 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESGI | MOGL | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,227 | 4 |
Median incremental investment | $743.50 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,918.11 | $13,118.34 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ESGI | MOGL | |
|---|---|---|
Pros |
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Cons |
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ESGI | MOGL |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |