Compare AU
Compare MOGL vs. DZZF
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 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 |
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Cons |
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MOGL | DZZF |
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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 |