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Compare IMLC 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 IML Concentrated Aus Share Fund - Active ETF (IMLC) 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
IMLC | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $997.50 | $295.25 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $2,152.08 | $8,512.38 |
Average age group | 26 - 35 | > 35 |
Key Summary
IMLC | MOGL | |
|---|---|---|
Strategy | IMLC.AX was created on 2023-08-01 by IML. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the S&P/ASX 300 Accumulation Index (after fees and expenses and before taxes) on a rolling four-year basis. | 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 | CSL Ltd (11.28 %) The Lottery Corp Ltd (8.52 %) Brambles Ltd (7.86 %) | Amazon.com Inc (10.15 %) Microsoft Corp (8.98 %) Meta Platforms Inc Class A (8.18 %) |
Top 3 industries | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) | |
Top 3 countries | Australia (88.36 %) New Zealand (5.82 %) United States (3.15 %) | United States (88.05 %) China (6.90 %) France (3.09 %) |
Management fee | 0.993 % | 1.32 % |
Key Summary
IMLC | MOGL | |
|---|---|---|
Issuer | IML | Montgomery |
Tracking index | MSCI World Index | |
Asset class | ETF | ETF |
Management fee | 0.993 % | 1.32 % |
Price | $4.11 | $3.93 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.50 % | 4.68 % |
Market | ASX | ASX |
First listed date | 31/07/2023 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IMLC | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $997.50 | $295.25 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $2,152.08 | $8,512.38 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IMLC | MOGL | |
|---|---|---|
Pros |
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Cons |
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IMLC | 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 |