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Compare MOGL vs. ETPMPT

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, shares and ETFs are a popular choice. Two options in the ASX are MOGL and ETPMPT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MOGL

ETPMPT

Popularity

Low

Low

Pearlers invested

4

8

Median incremental investment

$295.25

$575.00

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$12,517.50

$3,846.65

Average age group

> 35

26 - 35


Key Summary

MOGL

ETPMPT

Strategy

N/A

ETPMPT.AX was created on 2009-01-02 by ETFS. The fund's investment portfolio concentrates primarily on platinum commodities. ETFS Physical Platinum (ETPMPT.AX) is designed to offer investors a simple, cost-efficient and secure way to access physical platinum by providing a return equivalent to the movements in the platinum spot price less the applicable management fee.

Top 3 holdings

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

Physical Platinum (100 %)

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

0.49 %


Key Summary

MOGL

ETPMPT

Issuer

N/A

ETFS

Tracking index

N/A

LBMA Platinum Spot Price AUD

Asset class

Stock

ETF

Management fee

N/A

0.49 %

Price

$5.00

$136.07

Size

N/A

$22.884 million

10Y return

N/A

-5.93 %

Annual distribution/β€Šdividend yield (5Y)

5.03 %

- %

Market

ASX

ASX

First listed date

20/12/2017

30/01/2009

Purchase fee

$6.50

$6.50


Community Stats

MOGL

ETPMPT

Popularity

Low

Low

Pearlers invested

4

8

Median incremental investment

$295.25

$575.00

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$12,517.50

$3,846.65

Average age group

> 35

26 - 35


Pros and Cons

MOGL

ETPMPT

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

ETPMPT

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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