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Compare MOGL vs. A200
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 Montaka Global Fund - Active ETF (MOGL) and the Betashares Australia 200 ETF (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 | 3 | 6,685 |
Median incremental investment | $295.25 | $1,055.03 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $9,768.66 | $3,676.50 |
Average age group | > 35 | 26 - 35 |
Key Summary
MOGL | A200 | |
|---|---|---|
Strategy | 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. | 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 | Microsoft Corp (11.24 %) Amazon.com Inc (11.07 %) KKR & Co Inc Ordinary Shares (8.66 %) | SPI 200 FUTURES MAR26 (0 %) COMMONWEALTH BANK OF AUSTRALIA (9.43 %) BHP GROUP LTD (8.98 %) |
Top 3 industries | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) | Financials (33.65 %) Materials (17.69 %) Health Care (8.32 %) |
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 | 1.32 % | 0.04 % |
Key Summary
MOGL | A200 | |
|---|---|---|
Issuer | Montgomery | BetaShares |
Tracking index | MSCI World Index | Solactive Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 1.32 % | 0.04 % |
Price | $4.51 | $147.37 |
Size | N/A | $9.048 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.68 % | 3.99 % |
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 | 3 | 6,685 |
Median incremental investment | $295.25 | $1,055.03 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $9,768.66 | $3,676.50 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MOGL | A200 | |
|---|---|---|
Pros |
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Cons |
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MOGL | A200 |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |