Compare AU
Compare MOGL vs. BBUS
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 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 | 12 |
Median incremental investment | $295.25 | $4,993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,918.06 | $1,220.40 |
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 | KKR & Co Inc Ordinary Shares (10.52 %) Amazon.com Inc (10.23 %) Blackstone Inc (9.48 %) | S&P500 EMINI FUT MAR25 (0 %) AUD - AUSTRALIA DOLLAR (102.01 %) USD - UNITED STATES DOLLAR (-2.01 %) |
Top 3 industries | Financials (29.48 %) Information Technology (27.35 %) Communication Services (22.15 %) | Other (73.66 %) Communication Services (26.34 %) |
Top 3 countries | United States (81.43 %) China (8.13 %) France (2.82 %) | |
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 | $5.16 | $4.32 |
Size | N/A | $146.193 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 | 12 |
Median incremental investment | $295.25 | $4,993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,918.06 | $1,220.40 |
Average age group | > 35 | > 35 |
Pros and Cons
MOGL | BBUS | |
|---|---|---|
Pros |
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Cons |
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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 |