Compare AU
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 Gbl Long Only Equities Fund (Managed Fund) (MOGL) and the BetaShares Sustainability Leaders Dvrsfd Bond ETF - Cur Hdg (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 | 4 | 21 |
Median incremental investment | $295.25 | $1,091.90 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,210.98 | $1,524.97 |
Average age group | > 35 | 26 - 35 |
Key Summary
MOGL | GBND | |
---|---|---|
Strategy | N/A | 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 | KKR & Co Inc Ordinary Shares (10.52 %) Amazon.com Inc (10.23 %) Blackstone Inc (9.48 %) | FRENCH REPUBLIC GOVERNMENT BOND OAT 1.75% JUN-39 (1.59 %) NEW S WALES TREASURY CRP 3.0% FEB-30 (0.99 %) TREASURY CORP VICTORIA 4.25% DEC-32 (0.99 %) |
Top 3 industries | Information Technology (28.11 %) Financials (27.29 %) Communication Services (22.55 %) | Other (74.40 %) Communication Services (25.60 %) |
Top 3 countries | United States (81.43 %) China (8.13 %) France (2.82 %) | |
Management fee | N/A | 0.49 % |
Key Summary
MOGL | GBND | |
---|---|---|
Issuer | N/A | BetaShares |
Tracking index | N/A | Solactive Australian and Global Select Sustainability Leaders Bond Hedged to AUD Index - AUD |
Asset class | Stock | ETF |
Management fee | N/A | 0.49 % |
Price | $5.23 | $20.89 |
Size | N/A | $355.793 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.60 % | 2.27 % |
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 | 4 | 21 |
Median incremental investment | $295.25 | $1,091.90 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,210.98 | $1,524.97 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MOGL | GBND | |
---|---|---|
Pros |
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Cons |
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MOGL | GBND |
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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 |