Compare AU

Compare MOGL vs. A200

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

Montgomery Global Investment Portfolio

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 Montgomery Global Investment Portfolio (MOGL) and the Aussie 200 Large-Caps (A200). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MOGL

A200

Popularity

Low

Medium

Pearlers invested

4

4,883

Median incremental investment

$295.25

$1,077.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$12,517.50

$3,668.86

Average age group

> 35

26 - 35


Key Summary

MOGL

A200

Strategy

N/A

BetaShares Australia 200 ETF (ASX: A200) seeks to track the performance of the Solactive Australia 200 index before account fees, expenses, and taxes. The index tracks the largest 200 companies on the Australian Securities Exchange (ASX).

Top 3 holdings

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

COMMONWEALTH BANK OF AUSTRALIA (10.85 %)

BHP GROUP LTD (8.17 %)

CSL LTD (5.45 %)

Top 3 industries

Financials (34.52 %)

Communication Services (24.17 %)

Consumer Discretionary (20.77 %)

Financials (34.23 %)

Materials (17.97 %)

Health Care (8.44 %)

Top 3 countries

United States (81.43 %)

China (8.13 %)

France (2.82 %)

Australia (95.07 %)

United States (3.04 %)

New Zealand (1.41 %)

Management fee

N/A

0.04 %


Key Summary

MOGL

A200

Issuer

N/A

BetaShares

Tracking index

N/A

Solactive Australia 200 Index - AUD

Asset class

Stock

ETF

Management fee

N/A

0.04 %

Price

$5.00

$141.11

Size

N/A

$6.258 billion

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.59 %

5.25 %

Market

ASX

ASX

First listed date

20/12/2017

08/05/2018

Purchase fee

$6.50

$6.50


Community Stats

MOGL

A200

Popularity

Low

Medium

Pearlers invested

4

4,883

Median incremental investment

$295.25

$1,077.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$12,517.50

$3,668.86

Average age group

> 35

26 - 35


Pros and Cons

MOGL

A200

Pros

  • Higher price growth

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

  • Lower price growth

MOGL

A200

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Higher price growth

Lower price growth

Lower dividend/distribution yield

Higher dividend/distribution yield

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