Compare AU
Compare MOGL vs. IGB
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 Bloomberg AusBond Treasury (IGB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOGL | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 4 |
Median incremental investment | $295.25 | $829.08 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,318.62 | $1,863.90 |
Average age group | > 35 | 26 - 35 |
Key Summary
MOGL | IGB | |
|---|---|---|
Strategy | N/A | IGB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury. |
Top 3 holdings | KKR & Co Inc Ordinary Shares (10.52 %) Amazon.com Inc (10.23 %) Blackstone Inc (9.48 %) | AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %) |
Top 3 industries | Financials (29.48 %) Information Technology (27.35 %) Communication Services (22.15 %) | Other (99.83 %) Communication Services (0.17 %) |
Top 3 countries | United States (81.43 %) China (8.13 %) France (2.82 %) | |
Management fee | N/A | 0.26 % |
Key Summary
MOGL | IGB | |
|---|---|---|
Issuer | N/A | iShares |
Tracking index | N/A | Bloomberg AusBond Treasury (0+Y) |
Asset class | Stock | ETF |
Management fee | N/A | 0.26 % |
Price | $5.32 | $98.10 |
Size | N/A | $372.991 million |
10Y return | N/A | -7.28 % |
Annual distribution yield (5Y) | 4.59 % | 1.75 % |
Market | ASX | ASX |
First listed date | 20/12/2017 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOGL | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 4 |
Median incremental investment | $295.25 | $829.08 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,318.62 | $1,863.90 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MOGL | IGB | |
|---|---|---|
Pros |
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Cons |
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MOGL | IGB |
|---|---|
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 |