Compare AU

Compare MOGL vs. BBUS

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

Montaka Gbl Long Only Equities Fund (Managed Fund)

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 Montaka Gbl Long Only Equities Fund (Managed Fund) (MOGL) and the BetaShares Us Eqy Strong Bear - Ch (Hedge Fund) (BBUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MOGL

BBUS

Popularity

Low

Low

Pearlers invested

4

11

Median incremental investment

$295.25

$4,993.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$12,167.01

$1,886.58

Average age group

> 35

> 35


Key Summary

MOGL

BBUS

Strategy

N/A

BBUS.AX was created on 2015-08-24 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining U.S. share market. It seeks to generate magnified returns that are negatively correlated to the returns of the U.S. share market (as measured by the S&P 500 index), hedged to Australian dollars.

Top 3 holdings

Amazon.com Inc (10.94 %)

KKR & Co Inc Ordinary Shares (10.82 %)

Blackstone Inc (10.28 %)

S&P500 EMINI FUT SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (98.14 %)

USD - UNITED STATES DOLLAR (1.86 %)

Top 3 industries

Financials (34.52 %)

Communication Services (24.17 %)

Consumer Discretionary (20.77 %)

Other (73.66 %)

Communication Services (26.34 %)

Top 3 countries

Management fee

N/A

1.38 %


Key Summary

MOGL

BBUS

Issuer

N/A

BetaShares

Tracking index

N/A

Asset class

Stock

ETF

Management fee

N/A

1.38 %

Price

$4.94

$4.23

Size

N/A

$145.597 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.59 %

1.89 %

Market

ASX

ASX

First listed date

20/12/2017

26/08/2015

Purchase fee

$6.50

$6.50


Community Stats

MOGL

BBUS

Popularity

Low

Low

Pearlers invested

4

11

Median incremental investment

$295.25

$4,993.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$12,167.01

$1,886.58

Average age group

> 35

> 35


Pros and Cons

MOGL

BBUS

Pros

  • Higher price growth

  • Higher dividend/distribution yield

  • Exposure to more markets and sectors

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

MOGL

BBUS

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

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