Compare AU

Compare MOGL vs. GARP

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 GARP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MOGL

GARP

Popularity

Low

Low

Pearlers invested

4

19

Median incremental investment

$295.25

$1,025.10

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,318.62

$1,626.80

Average age group

> 35

> 35


Key Summary

MOGL

GARP

Strategy

N/A

GARP.AX was created on 2024-09-24 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide investors with a return that (before fees and expenses) tracks the performance of the S&P World Ex-Australia GARP.AX Index.

Top 3 holdings

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

Global X S&P World Ex Australia Garp ETF (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 %


Key Summary

MOGL

GARP

Issuer

N/A

Global X

Tracking index

N/A

S&P World Ex-Australia GARP Index - AUD - Benchmark TR Gross

Asset class

Stock

ETF

Management fee

N/A

0 %

Price

$5.32

$11.62

Size

N/A

$7.032 million

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

4.59 %

- %

Market

ASX

ASX

First listed date

20/12/2017

25/09/2024

Purchase fee

$6.50

$6.50


Community Stats

MOGL

GARP

Popularity

Low

Low

Pearlers invested

4

19

Median incremental investment

$295.25

$1,025.10

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,318.62

$1,626.80

Average age group

> 35

> 35


Pros and Cons

MOGL

GARP

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

GARP

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

Home