Compare AU
Compare MOGL vs. IJR
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 US 600 Small-Caps (IJR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOGL | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 80 |
Median incremental investment | $295.25 | $2,018.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,168.41 | $6,613.68 |
Average age group | > 35 | > 35 |
Key Summary
MOGL | IJR | |
|---|---|---|
Strategy | N/A | IJR.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. 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 small capitalisation US equities. |
Top 3 holdings | KKR & Co Inc Ordinary Shares (10.52 %) Amazon.com Inc (10.23 %) Blackstone Inc (9.48 %) | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) |
Top 3 industries | Communication Services (29.81 %) Financials (28.90 %) Information Technology (27.24 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | United States (81.43 %) China (8.13 %) France (2.82 %) | United States (98.93 %) |
Management fee | N/A | 0.07 % |
Key Summary
MOGL | IJR | |
|---|---|---|
Issuer | N/A | iShares |
Tracking index | N/A | S&P Small Cap 600 |
Asset class | Stock | ETF |
Management fee | N/A | 0.07 % |
Price | $5.26 | $194.52 |
Size | N/A | $736.752 million |
10Y return | N/A | 192.40 % |
Annual distribution yield (5Y) | 4.59 % | 1.24 % |
Market | ASX | ASX |
First listed date | 20/12/2017 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOGL | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 80 |
Median incremental investment | $295.25 | $2,018.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,168.41 | $6,613.68 |
Average age group | > 35 | > 35 |
Pros and Cons
MOGL | IJR | |
|---|---|---|
Pros |
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Cons |
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MOGL | IJR |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |