Compare AU
Compare MOGL vs. IBUY
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 Montgomery Global Investment Portfolio (MOGL) and the BetaShares Online Retail and E-Commerce ETF (IBUY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOGL | IBUY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 8 |
Median incremental investment | $295.25 | $504.29 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,318.62 | $885.78 |
Average age group | > 35 | > 35 |
Key Summary
MOGL | IBUY | |
|---|---|---|
Strategy | N/A | IBUY.AX was created on 2022-02-14 by BetaShares. The fund's investment portfolio concentrates primarily on consumer discretionary equity. IBUY.AX aims to track the performance of an Index (before fees and expenses) that provides exposure to a portfolio of the worlds leading online retailers. |
Top 3 holdings | KKR & Co Inc Ordinary Shares (10.52 %) Amazon.com Inc (10.23 %) Blackstone Inc (9.48 %) | TENCENT HOLDINGS LTD (6.91 %) PDD HOLDINGS INC (6.57 %) BOOKING HOLDINGS INC (6.49 %) |
Top 3 industries | Financials (29.48 %) Information Technology (27.35 %) Communication Services (22.15 %) | Consumer Discretionary (39.35 %) Other (34.07 %) Communication Services (12.09 %) |
Top 3 countries | United States (81.43 %) China (8.13 %) France (2.82 %) | United States (47.12 %) China (32.18 %) Brazil (5.08 %) |
Management fee | N/A | 0.67 % |
Key Summary
MOGL | IBUY | |
|---|---|---|
Issuer | N/A | BetaShares |
Tracking index | N/A | Solactive EQM Online Retail and E-Commerce Index - AUD - Benchmark TR Net |
Asset class | Stock | ETF |
Management fee | N/A | 0.67 % |
Price | $5.32 | $15.54 |
Size | N/A | $3.356 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.59 % | - % |
Market | ASX | ASX |
First listed date | 20/12/2017 | 15/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOGL | IBUY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 8 |
Median incremental investment | $295.25 | $504.29 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,318.62 | $885.78 |
Average age group | > 35 | > 35 |
Pros and Cons
MOGL | IBUY | |
|---|---|---|
Pros |
|
|
Cons |
|
|
MOGL | IBUY |
|---|---|
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 |