Compare AU
Compare GBND 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 BetaShares Sustainability Leaders Dvrsfd Bond ETF - Cur Hdg (GBND) and the Montaka Gbl Long Only Equities Fund (Managed Fund) (MOGL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GBND | MOGL | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 4 |
Median incremental investment | $1,096.10 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,497.60 | $12,918.06 |
Average age group | 26 - 35 | > 35 |
Key Summary
GBND | MOGL | |
---|---|---|
Strategy | GBND.AX was created on 2019-11-26 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian and Global Select Sustainability Leaders Bond TR Index - AUD Hedged, before taking into account fees and expenses. | N/A |
Top 3 holdings | GOVERNMENT OF FRANCE 1.75% JUN-39 (1.82 %) TREASURY CORP VICTORIA 4.25% DEC-32 (1.03 %) NEW S WALES TREASURY CRP 4.75% FEB-35 (0.99 %) | KKR & Co Inc Ordinary Shares (10.52 %) Amazon.com Inc (10.23 %) Blackstone Inc (9.48 %) |
Top 3 industries | Other (74.40 %) Communication Services (25.60 %) | Financials (29.48 %) Information Technology (27.35 %) Communication Services (22.15 %) |
Top 3 countries | United States (81.43 %) China (8.13 %) France (2.82 %) | |
Management fee | 0.49 % | N/A |
Key Summary
GBND | MOGL | |
---|---|---|
Issuer | BetaShares | N/A |
Tracking index | Solactive Australian and Global Select Sustainability Leaders Bond Hedged to AUD Index - AUD | N/A |
Asset class | ETF | Stock |
Management fee | 0.49 % | N/A |
Price | $20.80 | $5.16 |
Size | $359.267 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.12 % | 4.59 % |
Market | ASX | ASX |
First listed date | 28/11/2019 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GBND | MOGL | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 4 |
Median incremental investment | $1,096.10 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,497.60 | $12,918.06 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GBND | MOGL | |
---|---|---|
Pros |
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Cons |
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GBND | MOGL |
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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 |