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Compare MOGL vs. DZZF

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 Ethical Diversified High Growth (DZZF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MOGL

DZZF

Popularity

Low

Low

Pearlers invested

4

405

Median incremental investment

$295.25

$1,044.04

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,318.62

$2,820.60

Average age group

> 35

26 - 35


Key Summary

MOGL

DZZF

Strategy

N/A

The fund aims to track the weighted average performance of the underlying ETFs like FAIR and ETHI before considering additional fees, expenses, and taxes.

Top 3 holdings

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

BETASHARES GLOBAL SUSTAINABILI (39.03 %)

BETASHARES AUSTRALIAN SUSTAINA (33.61 %)

BETASHARES GLOBAL SUSTAINABILI (16.81 %)

Top 3 industries

Financials (29.48 %)

Information Technology (27.35 %)

Communication Services (22.15 %)

Other (99.77 %)

Communication Services (0.23 %)

Top 3 countries

United States (81.43 %)

China (8.13 %)

France (2.82 %)

United States (49.43 %)

Australia (33.87 %)

Japan (4.93 %)

Management fee

N/A

0.39 %


Key Summary

MOGL

DZZF

Issuer

N/A

BetaShares

Tracking index

N/A

Asset class

Stock

ETF

Management fee

N/A

0.39 %

Price

$5.32

$31.34

Size

N/A

$100.315 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.59 %

3.70 %

Market

ASX

ASX

First listed date

20/12/2017

12/12/2019

Purchase fee

$6.50

$6.50


Community Stats

MOGL

DZZF

Popularity

Low

Low

Pearlers invested

4

405

Median incremental investment

$295.25

$1,044.04

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,318.62

$2,820.60

Average age group

> 35

26 - 35


Pros and Cons

MOGL

DZZF

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

DZZF

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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