Compare AU

Compare MOGL vs. EIGA

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 Aussie Dividends (EIGA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MOGL

EIGA

Popularity

Low

Low

Pearlers invested

4

62

Median incremental investment

$295.25

$599.77

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,068.27

$1,509.26

Average age group

> 35

> 35


Key Summary

MOGL

EIGA

Strategy

N/A

EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt).

Top 3 holdings

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

BHP Group Ltd (13.12 %)

Commonwealth Bank of Australia (6.19 %)

CSL Ltd (6.01 %)

Top 3 industries

Communication Services (29.81 %)

Financials (28.90 %)

Information Technology (27.24 %)

Materials (36.73 %)

Financials (26.98 %)

Health Care (10.75 %)

Top 3 countries

United States (81.43 %)

China (8.13 %)

France (2.82 %)

Australia (97.92 %)

United States (2.08 %)

Management fee

N/A

0.8 %


Key Summary

MOGL

EIGA

Issuer

N/A

Perennial

Tracking index

N/A

S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net

Asset class

Stock

ETF

Management fee

N/A

0.8 %

Price

$5.22

$3.91

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.59 %

6.53 %

Market

ASX

ASX

First listed date

20/12/2017

07/05/2018

Purchase fee

$6.50

$6.50


Community Stats

MOGL

EIGA

Popularity

Low

Low

Pearlers invested

4

62

Median incremental investment

$295.25

$599.77

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,068.27

$1,509.26

Average age group

> 35

> 35


Pros and Cons

MOGL

EIGA

Pros

  • Higher price growth

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

  • Lower price growth

MOGL

EIGA

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Higher price growth

Lower price growth

Lower dividend/distribution yield

Higher dividend/distribution yield

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