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Compare MOGL vs. ADEF
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 Apostle Dundas Gbl Eqty Fund - Class D Active ETF (ADEF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOGL | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 3 | 0 |
Median incremental investment | $295.25 | $0 |
Median investment frequency | Fortnightly | N/A |
Median total investment | $10,357.02 | $0 |
Average age group | > 35 | N/A |
Key Summary
MOGL | ADEF | |
|---|---|---|
Strategy | N/A | ADEF.AX was created on 2021-02-24 by Apostle. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to deliver Long-Term dividend growth and capital appreciation. The target is to exceed the MSCI All Country World ex Australia Index by 2.5% p.a. after all fees and expenses on a rolling 5 year basis. |
Top 3 holdings | Amazon.com Inc (11.45 %) Microsoft Corp (10.91 %) KKR & Co Inc Ordinary Shares (9.73 %) | Microsoft Corp (4.36 %) WR Berkley Corp (4.11 %) Amphenol Corp Class A (3.46 %) |
Top 3 industries | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) | Financials (38.26 %) Information Technology (31.92 %) Industrials (11.72 %) |
Top 3 countries | United States (81.43 %) China (8.13 %) France (2.82 %) | |
Management fee | N/A | 0 % |
Key Summary
MOGL | ADEF | |
|---|---|---|
Issuer | N/A | Apostle |
Tracking index | N/A | MSCI All Country World ex-Australia Index - AUD - Benchmark TR Net |
Asset class | Stock | ETF |
Management fee | N/A | 0 % |
Price | $4.89 | $6.31 |
Size | N/A | $17.104 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.61 % | 0.32 % |
Market | ASX | ASX |
First listed date | 20/12/2017 | 23/02/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOGL | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 3 | 0 |
Median incremental investment | $295.25 | $0 |
Median investment frequency | Fortnightly | N/A |
Median total investment | $10,357.02 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
MOGL | ADEF | |
|---|---|---|
Pros |
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Cons |
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MOGL | ADEF |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Higher price growth | Lower price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |