Compare AU
Compare IUSG 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 U.S. Treasury Bond (Aud Hedged) ETF (IUSG) 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
IUSG | MOGL | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 4 |
Median incremental investment | $0 | $295.25 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $12,968.13 |
Average age group | N/A | > 35 |
Key Summary
IUSG | MOGL | |
|---|---|---|
Strategy | IUSG.AX was created on 2023-09-19 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of the ICE U.S. Treasury Core Bond AUD Hedged Index | N/A |
Top 3 holdings | iShares $ Treasury Bond ETF AUD H Dist (100.00 %) | KKR & Co Inc Ordinary Shares (10.52 %) Amazon.com Inc (10.23 %) Blackstone Inc (9.48 %) |
Top 3 industries | Communication Services (29.81 %) Financials (28.90 %) Information Technology (27.24 %) | |
Top 3 countries | United States (81.43 %) China (8.13 %) France (2.82 %) | |
Management fee | 0.26 % | N/A |
Key Summary
IUSG | MOGL | |
|---|---|---|
Issuer | iShares | N/A |
Tracking index | ICE U.S. Treasury Core Bond Index - AUD - Benchmark TR Net Hedged | N/A |
Asset class | ETF | Stock |
Management fee | 0.26 % | N/A |
Price | $101.77 | $5.18 |
Size | $6.532 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.67 % | 4.59 % |
Market | ASX | ASX |
First listed date | 21/09/2023 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IUSG | MOGL | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 4 |
Median incremental investment | $0 | $295.25 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $12,968.13 |
Average age group | N/A | > 35 |
Pros and Cons
IUSG | MOGL | |
|---|---|---|
Pros |
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Cons |
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IUSG | MOGL |
|---|---|
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 |