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Compare MOGL vs. BGBL

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

Montgomery Global Investment Portfolio

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 Montgomery Global Investment Portfolio (MOGL) and the BetaShares Global Shares ETF (BGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MOGL

BGBL

Popularity

Low

Low

Pearlers invested

4

427

Median incremental investment

$295.25

$2,050.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,210.98

$9,649.20

Average age group

> 35

26 - 35


Key Summary

MOGL

BGBL

Strategy

N/A

BGBL.AX was created on 2023-05-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Betashares Global Shares ETF is to provide an investment return that aims to track the performance of the Solactive GBS Developed Markets ex Australia Large & Mid Cap Index (the Index), before taking into account fees and expenses.

Top 3 holdings

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

NVIDIA CORP (4.98 %)

APPLE INC (4.76 %)

MICROSOFT CORP (4.72 %)

Top 3 industries

Information Technology (28.11 %)

Financials (27.29 %)

Communication Services (22.55 %)

Other (28.60 %)

Information Technology (23.21 %)

Financials (9.21 %)

Top 3 countries

United States (81.43 %)

China (8.13 %)

France (2.82 %)

United States (71.89 %)

Japan (6.55 %)

United Kingdom of Great Britain and Northern Ireland (3.85 %)

Management fee

N/A

0.08 %


Key Summary

MOGL

BGBL

Issuer

N/A

BetaShares

Tracking index

N/A

Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net

Asset class

Stock

ETF

Management fee

N/A

0.08 %

Price

$5.23

$74.80

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.60 %

0.35 %

Market

ASX

ASX

First listed date

20/12/2017

10/05/2023

Purchase fee

$6.50

$6.50


Community Stats

MOGL

BGBL

Popularity

Low

Low

Pearlers invested

4

427

Median incremental investment

$295.25

$2,050.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,210.98

$9,649.20

Average age group

> 35

26 - 35


Pros and Cons

MOGL

BGBL

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

BGBL

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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