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Compare MOGL vs. GGAB

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 BetaShares Geared Long Aus Gov Bond (Hedge Fund) (GGAB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MOGL

GGAB

Popularity

Low

N/A

Pearlers invested

4

0

Median incremental investment

$295.25

$0

Median investment frequency

Fortnightly

N/A

Median total investment

$13,168.41

$0

Average age group

> 35

N/A


Key Summary

MOGL

GGAB

Strategy

N/A

GGAB.AX was created on 2023-12-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Betashares Geared Long Australian Government Bond Fund (hedge fund) is to provide Unitholders with geared long exposure to the returns of Australian Treasury Bonds with a term to maturity of approximately 10 years (10 Year Australian Treasury Bonds).

Top 3 holdings

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

AUST 10Y BOND FUT SEP24 SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (100.00 %)

Top 3 industries

Communication Services (29.81 %)

Financials (28.90 %)

Information Technology (27.24 %)

Top 3 countries

United States (81.43 %)

China (8.13 %)

France (2.82 %)

Management fee

N/A

0.99 %


Key Summary

MOGL

GGAB

Issuer

N/A

BetaShares

Tracking index

N/A

Asset class

Stock

ETF

Management fee

N/A

0.99 %

Price

$5.26

$21.20

Size

N/A

$4.006 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.59 %

- %

Market

ASX

ASX

First listed date

20/12/2017

05/12/2023

Purchase fee

$6.50

$6.50


Community Stats

MOGL

GGAB

Popularity

Low

N/A

Pearlers invested

4

0

Median incremental investment

$295.25

$0

Median investment frequency

Fortnightly

N/A

Median total investment

$13,168.41

$0

Average age group

> 35

N/A


Pros and Cons

MOGL

GGAB

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

GGAB

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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