Compare AU

Compare MOGL vs. IHOO

Compare shares and ETFs on the ASX that you can trade on Pearler.

Montgomery Global Investment Portfolio

ASX

Buy

Buy

Overview
Performance

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 Global 100 Multi-nationals (AUD Hedged) (IHOO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MOGL

IHOO

Popularity

Low

Low

Pearlers invested

4

12

Median incremental investment

$295.25

$1,020.50

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$13,118.34

$7,362.80

Average age group

> 35

> 35


Key Summary

MOGL

IHOO

Strategy

N/A

IHOO.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 478.19m in AUM and 104 holdings. The fund aims to provide investors with the performance of the S&P Global 100 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of 100 multi-national, blue chip companies of major importance in global equity markets

Top 3 holdings

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

APPLE INC (12.53 %)

NVIDIA CORP (11.90 %)

MICROSOFT CORP (10.90 %)

Top 3 industries

Communication Services (29.81 %)

Financials (28.90 %)

Information Technology (27.24 %)

Information Technology (41.20 %)

Health Care (10.04 %)

Consumer Discretionary (9.13 %)

Top 3 countries

United States (81.43 %)

China (8.13 %)

France (2.82 %)

United States (81.06 %)

United Kingdom of Great Britain and Northern Ireland (4.32 %)

Switzerland (3.26 %)

Management fee

N/A

0.43 %


Key Summary

MOGL

IHOO

Issuer

N/A

iShares

Tracking index

N/A

S&P Global 100 Hedged to AUD Index - AUD

Asset class

Stock

ETF

Management fee

N/A

0.43 %

Price

$5.22

$185.47

Size

N/A

$486.061 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.59 %

5.07 %

Market

ASX

ASX

First listed date

20/12/2017

18/12/2014

Purchase fee

$6.50

$6.50


Community Stats

MOGL

IHOO

Popularity

Low

Low

Pearlers invested

4

12

Median incremental investment

$295.25

$1,020.50

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$13,118.34

$7,362.80

Average age group

> 35

> 35


Pros and Cons

MOGL

IHOO

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

MOGL

IHOO

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Lower price growth

Higher price growth

Lower dividend/distribution yield

Higher dividend/distribution yield

Home