Compare AU
Compare MOGL vs. IHD
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 S&P/ASX Aussie Dividend Opportunities (IHD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOGL | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 27 |
Median incremental investment | $295.25 | $644.56 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,318.62 | $1,334.92 |
Average age group | > 35 | > 35 |
Key Summary
MOGL | IHD | |
|---|---|---|
Strategy | N/A | IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 305.98m in AUM and 51 holdings. 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 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations |
Top 3 holdings | KKR & Co Inc Ordinary Shares (10.52 %) Amazon.com Inc (10.23 %) Blackstone Inc (9.48 %) | RIO TINTO LTD (9.87 %) FORTESCUE LTD (8.72 %) WESTPAC BANKING CORPORATION CORP (8.18 %) |
Top 3 industries | Communication Services (29.81 %) Financials (28.90 %) Information Technology (27.24 %) | Financials (42.51 %) Materials (22.84 %) Industrials (13.44 %) |
Top 3 countries | United States (81.43 %) China (8.13 %) France (2.82 %) | Australia (99.25 %) New Zealand (0.75 %) |
Management fee | N/A | 0.23 % |
Key Summary
MOGL | IHD | |
|---|---|---|
Issuer | N/A | iShares |
Tracking index | N/A | S&P/ASX Dividend Opportunities Index - AUD |
Asset class | Stock | ETF |
Management fee | N/A | 0.23 % |
Price | $5.32 | $14.51 |
Size | N/A | $313.421 million |
10Y return | N/A | 3.05 % |
Annual distribution yield (5Y) | 4.59 % | 7.42 % |
Market | ASX | ASX |
First listed date | 20/12/2017 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOGL | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 27 |
Median incremental investment | $295.25 | $644.56 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,318.62 | $1,334.92 |
Average age group | > 35 | > 35 |
Pros and Cons
MOGL | IHD | |
|---|---|---|
Pros |
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Cons |
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MOGL | IHD |
|---|---|
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 |