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Compare MOAT vs. MOGL

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

Morningstar US 'Wide Moat'

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 Morningstar US 'Wide Moat' (MOAT) 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

MOAT

MOGL

Popularity

Low

Low

Pearlers invested

523

4

Median incremental investment

$1,000.00

$295.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$4,447.74

$13,118.34

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.

N/A

Top 3 holdings

Salesforce Inc (3.07 %)

Bristol-Myers Squibb Co (3.01 %)

Gilead Sciences Inc (2.97 %)

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

Top 3 industries

Other (23.89 %)

Health Care (21.03 %)

Information Technology (20.60 %)

Communication Services (29.81 %)

Financials (28.90 %)

Information Technology (27.24 %)

Top 3 countries

United States (98.74 %)

Netherlands (1.26 %)

United States (81.43 %)

China (8.13 %)

France (2.82 %)

Management fee

0.49 %

N/A


Key Summary

MOAT

MOGL

Issuer

VanEck

N/A

Tracking index

Morningstar Wide Moat Focus Index - AUD

N/A

Asset class

ETF

Stock

Management fee

0.49 %

N/A

Price

$134.53

$5.22

Size

$1.007 billion

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.81 %

4.59 %

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

523

4

Median incremental investment

$1,000.00

$295.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$4,447.74

$13,118.34

Average age group

> 35

> 35


Pros and Cons

MOAT

MOGL

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Lower dividend/distribution yield

  • Exposure to 1 market and 1 sector only

  • Lower price growth

MOAT

MOGL

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Lower dividend/distribution yield

Higher dividend/distribution yield

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