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Compare MOGL vs. IEU
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 Global Fund - Active ETF (MOGL) and the iShares Europe ETF (IEU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOGL | IEU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 141 |
Median incremental investment | $295.25 | $1,081.46 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $8,728.98 | $2,361.12 |
Average age group | > 35 | 26 - 35 |
Key Summary
MOGL | IEU | |
|---|---|---|
Strategy | MOGL.AX was created on 2017-12-19 by Montgomery. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with long term capital growth as well as income distributions of at least 4.5% per annum through a portfolio of quality global shares and to outperform the MSCI World Net Total Return Index (Index), in Australian Dollars over a rolling 5-year period, net of fees. Returns are not guaranteed. | IEU.AX was created on 2000-07-25 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the S&P Europe 350TM Index, before fees and expenses. The index is designed to measure the performance of large capitalisation equities and covers 16 major developed European markets |
Top 3 holdings | Amazon.com Inc (10.15 %) Microsoft Corp (8.98 %) Meta Platforms Inc Class A (8.18 %) | ISHARES EUROPE ETF TRUST (99.97 %) AUD CASH (0.12 %) USD/AUD (0.00 %) |
Top 3 industries | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) | Other (99.93 %) Communication Services (0.07 %) |
Top 3 countries | United States (88.05 %) China (6.90 %) France (3.09 %) | United Kingdom of Great Britain and Northern Ireland (22.55 %) Switzerland (14.59 %) Germany (14.45 %) |
Management fee | 1.32 % | 0.59 % |
Key Summary
MOGL | IEU | |
|---|---|---|
Issuer | Montgomery | iShares |
Tracking index | MSCI World Index | S&P Europe 350 Index - AUD |
Asset class | ETF | ETF |
Management fee | 1.32 % | 0.59 % |
Price | $4.03 | $98.38 |
Size | N/A | $897.196 million |
10Y return | N/A | 91.25 % |
Annual distribution yield (5Y) | 4.68 % | 2.62 % |
Market | ASX | ASX |
First listed date | 20/12/2017 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOGL | IEU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 141 |
Median incremental investment | $295.25 | $1,081.46 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $8,728.98 | $2,361.12 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MOGL | IEU | |
|---|---|---|
Pros |
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Cons |
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MOGL | IEU |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |