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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 Global Fund - Active ETF (MOGL) and the Betashares Us Eqy Strong Bear Ccy H Complex ETF (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 | 3 | 14 |
Median incremental investment | $295.25 | $7,998.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $8,490.72 | $1,551.16 |
Average age group | > 35 | > 35 |
Key Summary
MOGL | BBUS | |
|---|---|---|
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. | 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 (10.15 %) Microsoft Corp (8.98 %) Meta Platforms Inc Class A (8.18 %) | AUD - AUSTRALIA DOLLAR (90.51 %) USD - UNITED STATES DOLLAR (9.49 %) S&P500 EMINI FUT SEP25 (0.00 %) |
Top 3 industries | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) | Other (73.66 %) Communication Services (26.34 %) |
Top 3 countries | United States (88.05 %) China (6.90 %) France (3.09 %) | |
Management fee | 1.32 % | 1.38 % |
Key Summary
MOGL | BBUS | |
|---|---|---|
Issuer | Montgomery | BetaShares |
Tracking index | MSCI World Index | |
Asset class | ETF | ETF |
Management fee | 1.32 % | 1.38 % |
Price | $3.84 | $30.14 |
Size | N/A | $154.972 million |
10Y return | N/A | -75.15 % |
Annual distribution yield (5Y) | 4.68 % | 3.14 % |
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 | 3 | 14 |
Median incremental investment | $295.25 | $7,998.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $8,490.72 | $1,551.16 |
Average age group | > 35 | > 35 |
Pros and Cons
MOGL | BBUS | |
|---|---|---|
Pros |
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Cons |
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MOGL | BBUS |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |