Compare AU
Compare MOGL vs. HVST
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 Australian Dividend Harvester Active ETF (HVST). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOGL | HVST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 56 |
Median incremental investment | $295.25 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,139.66 | $2,717.88 |
Average age group | > 35 | > 35 |
Key Summary
MOGL | HVST | |
|---|---|---|
Strategy | N/A | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 238.49m in AUM and 45 holdings. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. |
Top 3 holdings | Amazon.com Inc (11.84 %) KKR & Co Inc Ordinary Shares (11.05 %) Blackstone Inc (9.69 %) | BETASHARES AUSTRALIA 200 ETF (24.61 %) BHP GROUP LTD (8.04 %) CSL LTD (5.09 %) |
Top 3 industries | Information Technology (27.75 %) Financials (27.65 %) Communication Services (22.65 %) | Other (33.58 %) Financials (25.26 %) Materials (13.39 %) |
Top 3 countries | United States (81.43 %) China (8.13 %) France (2.82 %) | Australia (97.05 %) United States (2.00 %) United Kingdom of Great Britain and Northern Ireland (0.56 %) |
Management fee | N/A | 0.65 % |
Key Summary
MOGL | HVST | |
|---|---|---|
Issuer | N/A | BetaShares |
Tracking index | N/A | |
Asset class | Stock | ETF |
Management fee | N/A | 0.65 % |
Price | $4.46 | $12.84 |
Size | N/A | $226.596 million |
10Y return | N/A | -49.21 % |
Annual distribution yield (5Y) | 4.60 % | 9.03 % |
Market | ASX | ASX |
First listed date | 20/12/2017 | 03/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOGL | HVST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 56 |
Median incremental investment | $295.25 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,139.66 | $2,717.88 |
Average age group | > 35 | > 35 |
Pros and Cons
MOGL | HVST | |
|---|---|---|
Pros |
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Cons |
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MOGL | HVST |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Higher price growth | Lower price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |