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Compare MOGL vs. HLTH

Compare shares and ETFs on the ASX that you can trade on Pearler.

Montaka Gbl Long Only Equities Fund (Managed Fund)

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 Montaka Gbl Long Only Equities Fund (Managed Fund) (MOGL) and the VanEck Global Healthcare Leaders ETF (HLTH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MOGL

HLTH

Popularity

Low

Low

Pearlers invested

4

59

Median incremental investment

$295.25

$541.05

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,059.42

$1,591.20

Average age group

> 35

> 35


Key Summary

MOGL

HLTH

Strategy

N/A

HLTH.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on health care equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars.

Top 3 holdings

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

Exelixis Inc (2.69 %)

DexCom Inc (2.69 %)

Waters Corp (2.67 %)

Top 3 industries

Information Technology (28.11 %)

Financials (27.29 %)

Communication Services (22.55 %)

Health Care (100.00 %)

Other (9.88 %)

Top 3 countries

United States (81.43 %)

China (8.13 %)

France (2.82 %)

United States (68.78 %)

Japan (13.50 %)

Denmark (7.34 %)

Management fee

N/A

0.45 %


Key Summary

MOGL

HLTH

Issuer

N/A

VanEck

Tracking index

N/A

MarketGrader Developed Markets ex-Australia Health Care Index - AUD

Asset class

Stock

ETF

Management fee

N/A

0.45 %

Price

$5.12

$11.57

Size

N/A

$52.069 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.60 %

0.58 %

Market

ASX

ASX

First listed date

20/12/2017

09/09/2020

Purchase fee

$6.50

$6.50


Community Stats

MOGL

HLTH

Popularity

Low

Low

Pearlers invested

4

59

Median incremental investment

$295.25

$541.05

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,059.42

$1,591.20

Average age group

> 35

> 35


Pros and Cons

MOGL

HLTH

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

HLTH

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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