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Compare MOAT 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 VanEck Morningstar Wide Moat ETF (MOAT) 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
MOAT | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 553 | 3 |
Median incremental investment | $1,000.00 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,405.50 | $10,071.90 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | MOGL | |
|---|---|---|
Strategy | The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes. | 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 | Huntington Ingalls Industries Inc (3.32 %) The Estee Lauder Companies Inc Class A (2.89 %) United Parcel Service Inc Class B (2.84 %) | Microsoft Corp (11.24 %) Amazon.com Inc (11.07 %) KKR & Co Inc Ordinary Shares (8.66 %) |
Top 3 industries | Industrials (30.90 %) Information Technology (30.56 %) Other (18.38 %) | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | United States (81.43 %) China (8.13 %) France (2.82 %) |
Management fee | 0.49 % | 1.32 % |
Key Summary
MOAT | MOGL | |
|---|---|---|
Issuer | VanEck | Montgomery |
Tracking index | Morningstar Wide Moat Focus Index - AUD | MSCI World Index |
Asset class | ETF | ETF |
Management fee | 0.49 % | 1.32 % |
Price | $133.01 | $4.65 |
Size | $1.036 billion | N/A |
10Y return | 234.20 % | N/A |
Annual distribution yield (5Y) | 5.77 % | 4.68 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 553 | 3 |
Median incremental investment | $1,000.00 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,405.50 | $10,071.90 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | MOGL | |
|---|---|---|
Pros |
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Cons |
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MOAT | MOGL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |