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Compare ISO vs. MOGL

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

S&P/ASX Small Ordinaries

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 S&P/ASX Small Ordinaries (ISO) 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

ISO

MOGL

Popularity

Low

Low

Pearlers invested

8

4

Median incremental investment

$520.00

$295.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,721.40

$10,306.08

Average age group

26 - 35

> 35


Key Summary

ISO

MOGL

Strategy

ISO.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 114.95m in AUM and 203 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the 200 largest Australian securities listed on the ASX.

N/A

Top 3 holdings

LIFE360 INC. CDI INC (1.86 %)

SIGMA HEALTHCARE LTD (1.57 %)

PINNACLE INVESTMENT MANAGEMENT GRO (1.54 %)

Amazon.com Inc (11.24 %)

KKR & Co Inc Ordinary Shares (9.74 %)

Blackstone Inc (9.37 %)

Top 3 industries

Materials (21.93 %)

Consumer Discretionary (14.68 %)

Financials (13.08 %)

Information Technology (27.79 %)

Financials (26.11 %)

Consumer Discretionary (23.28 %)

Top 3 countries

Australia (88.21 %)

United States (5.79 %)

New Zealand (3.68 %)

United States (81.43 %)

China (8.13 %)

France (2.82 %)

Management fee

0.55 %

N/A


Key Summary

ISO

MOGL

Issuer

iShares

N/A

Tracking index

S&P/ASX Small Ordinaries index

N/A

Asset class

ETF

Stock

Management fee

0.55 %

N/A

Price

$4.56

$4.08

Size

$117.505 million

N/A

10Y return

16.62 %

N/A

Annual distribution yield (5Y)

5.09 %

4.60 %

Market

ASX

ASX

First listed date

09/12/2010

20/12/2017

Purchase fee

$6.50

$6.50


Community Stats

ISO

MOGL

Popularity

Low

Low

Pearlers invested

8

4

Median incremental investment

$520.00

$295.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,721.40

$10,306.08

Average age group

26 - 35

> 35


Pros and Cons

ISO

MOGL

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

ISO

MOGL

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Lower price growth

Higher price growth

Higher dividend/distribution yield

Lower dividend/distribution yield