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Compare MOGL vs. HNDQ

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 Nasdaq 100 Currency Hedged ETF (HNDQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MOGL

HNDQ

Popularity

Low

Low

Pearlers invested

4

87

Median incremental investment

$295.25

$1,514.75

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,068.27

$3,935.75

Average age group

> 35

> 35


Key Summary

MOGL

HNDQ

Strategy

N/A

HNDQ.AX was created on 2020-07-20 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The BetaShares NASDAQ 100 ETF - Currency Hedged aims to track the Nasdaq-100 Currency Hedged AUD Index before fees and expenses.

Top 3 holdings

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

APPLE INC (8.82 %)

MICROSOFT CORP (8.54 %)

NVIDIA CORP (7.92 %)

Top 3 industries

Communication Services (29.81 %)

Financials (28.90 %)

Information Technology (27.24 %)

Information Technology (51.40 %)

Consumer Discretionary (12.87 %)

Communication Services (12.06 %)

Top 3 countries

United States (81.43 %)

China (8.13 %)

France (2.82 %)

United States (97.15 %)

Netherlands (0.92 %)

Brazil (0.69 %)

Management fee

N/A

0.51 %


Key Summary

MOGL

HNDQ

Issuer

N/A

BetaShares

Tracking index

N/A

NASDAQ-100 Currency Hedged AUD Index - AUD

Asset class

Stock

ETF

Management fee

N/A

0.51 %

Price

$5.26

$43.93

Size

N/A

$469.743 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.59 %

1.22 %

Market

ASX

ASX

First listed date

20/12/2017

21/07/2020

Purchase fee

$6.50

$6.50


Community Stats

MOGL

HNDQ

Popularity

Low

Low

Pearlers invested

4

87

Median incremental investment

$295.25

$1,514.75

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,068.27

$3,935.75

Average age group

> 35

> 35


Pros and Cons

MOGL

HNDQ

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

HNDQ

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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