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Compare IEU 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 iShares Europe ETF (IEU) 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
IEU | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 143 | 3 |
Median incremental investment | $1,092.40 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,313.12 | $8,490.72 |
Average age group | 26 - 35 | > 35 |
Key Summary
IEU | MOGL | |
|---|---|---|
Strategy | IEU.AX was created on 2000-07-25 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the S&P Europe 350TM Index, before fees and expenses. The index is designed to measure the performance of large capitalisation equities and covers 16 major developed European markets | 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 | ISHARES EUROPE ETF TRUST (99.97 %) AUD CASH (0.12 %) USD/AUD (0.00 %) | Amazon.com Inc (10.15 %) Microsoft Corp (8.98 %) Meta Platforms Inc Class A (8.18 %) |
Top 3 industries | Other (99.93 %) Communication Services (0.07 %) | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) |
Top 3 countries | United Kingdom of Great Britain and Northern Ireland (22.55 %) Switzerland (14.59 %) Germany (14.45 %) | United States (88.05 %) China (6.90 %) France (3.09 %) |
Management fee | 0.59 % | 1.32 % |
Key Summary
IEU | MOGL | |
|---|---|---|
Issuer | iShares | Montgomery |
Tracking index | S&P Europe 350 Index - AUD | MSCI World Index |
Asset class | ETF | ETF |
Management fee | 0.59 % | 1.32 % |
Price | $94.59 | $3.92 |
Size | $897.196 million | N/A |
10Y return | 83.78 % | N/A |
Annual distribution yield (5Y) | 2.62 % | 4.68 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IEU | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 143 | 3 |
Median incremental investment | $1,092.40 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,313.12 | $8,490.72 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IEU | MOGL | |
|---|---|---|
Pros |
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Cons |
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IEU | MOGL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |