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Compare LSGE 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 Loomis Sayles Global Equity Fund - Active ETF (LSGE) 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
LSGE | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $993.50 | $295.25 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $3,088.80 | $8,793.96 |
Average age group | < 26 | > 35 |
Key Summary
LSGE | MOGL | |
|---|---|---|
Strategy | LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. To provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the Funds benchmark over a full market cycle. | 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 | Alphabet Inc Class A (7.15 %) Meta Platforms Inc Class A (6.82 %) Tesla Inc (6.12 %) | Microsoft Corp (11.24 %) Amazon.com Inc (11.07 %) KKR & Co Inc Ordinary Shares (8.66 %) |
Top 3 industries | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) |
Top 3 countries | United States (63.40 %) China (7.47 %) Brazil (6.67 %) | United States (88.05 %) China (6.90 %) France (3.09 %) |
Management fee | 0.99 % | 1.32 % |
Key Summary
LSGE | MOGL | |
|---|---|---|
Issuer | Loomis Sayles | Montgomery |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | MSCI World Index |
Asset class | ETF | ETF |
Management fee | 0.99 % | 1.32 % |
Price | $2.16 | $4.06 |
Size | $38.804 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 35.18 % | 4.68 % |
Market | ASX | ASX |
First listed date | 30/09/2021 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LSGE | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $993.50 | $295.25 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $3,088.80 | $8,793.96 |
Average age group | < 26 | > 35 |
Pros and Cons
LSGE | MOGL | |
|---|---|---|
Pros |
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Cons |
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LSGE | 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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |