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Compare MOGL vs. GBND
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 Montaka Global Fund - Active ETF (MOGL) and the Betashares Global Green Bond Currency Hedged ETF (GBND). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOGL | GBND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 22 |
Median incremental investment | $295.25 | $1,091.90 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $7,819.26 | $1,574.03 |
Average age group | > 35 | 26 - 35 |
Key Summary
MOGL | GBND | |
|---|---|---|
Strategy | MOGL.AX was created on 2017-12-19 by Montgomery. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with long term capital growth as well as income distributions of at least 4.5% per annum through a portfolio of quality global shares and to outperform the MSCI World Net Total Return Index (Index), in Australian Dollars over a rolling 5-year period, net of fees. Returns are not guaranteed. | GBND.AX was created on 2019-11-26 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian and Global Select Sustainability Leaders Bond TR Index - AUD Hedged, before taking into account fees and expenses. |
Top 3 holdings | Amazon.com Inc (9.66 %) Microsoft Corp (8.89 %) Meta Platforms Inc Class A (8.02 %) | AUD - AUSTRALIA DOLLAR (0 %) EUR - EURO (0 %) USD - UNITED STATES DOLLAR (0 %) |
Top 3 industries | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) | Other (74.40 %) Communication Services (25.60 %) |
Top 3 countries | United States (88.05 %) China (6.90 %) France (3.09 %) | |
Management fee | 1.32 % | 0.49 % |
Key Summary
MOGL | GBND | |
|---|---|---|
Issuer | Montgomery | BetaShares |
Tracking index | MSCI World Index | Solactive Australian and Global Select Sustainability Leaders Bond Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 1.32 % | 0.49 % |
Price | $3.61 | $20.31 |
Size | N/A | $205.774 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.68 % | 2.66 % |
Market | ASX | ASX |
First listed date | 20/12/2017 | 28/11/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOGL | GBND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 22 |
Median incremental investment | $295.25 | $1,091.90 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $7,819.26 | $1,574.03 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MOGL | GBND | |
|---|---|---|
Pros |
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Cons |
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MOGL | GBND |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |