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Compare MOGL vs. EMXC

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 iShares MSCI Emerging Markets Ex China ETF (EMXC). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MOGL

EMXC

Popularity

Low

Low

Pearlers invested

4

3

Median incremental investment

$295.25

$1,628.00

Median investment frequency

Fortnightly

Quarterly

Median total investment

$13,318.62

$2,116.92

Average age group

> 35

> 35


Key Summary

MOGL

EMXC

Strategy

N/A

EMXC.AX was created on 2024-06-07 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with the performance of an index, before fees and expenses.

Top 3 holdings

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

ISHARES MSCI EM EX-CHINA UCI USDHD (99.92 %)

USD CASH (6.71 %)

EUR CASH (0.01 %)

Top 3 industries

Financials (29.48 %)

Information Technology (27.35 %)

Communication Services (22.15 %)

Top 3 countries

United States (81.43 %)

China (8.13 %)

France (2.82 %)

Management fee

N/A

0.25 %


Key Summary

MOGL

EMXC

Issuer

N/A

iShares

Tracking index

N/A

MSCI EM (Emerging Markets) ex China

Asset class

Stock

ETF

Management fee

N/A

0.25 %

Price

$5.32

$27.14

Size

N/A

$6.010 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.59 %

- %

Market

ASX

ASX

First listed date

20/12/2017

12/06/2024

Purchase fee

$6.50

$6.50


Community Stats

MOGL

EMXC

Popularity

Low

Low

Pearlers invested

4

3

Median incremental investment

$295.25

$1,628.00

Median investment frequency

Fortnightly

Quarterly

Median total investment

$13,318.62

$2,116.92

Average age group

> 35

> 35


Pros and Cons

MOGL

EMXC

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

EMXC

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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