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Compare MOGL vs. INCM
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 Betashares S&P Global High Dividend Aristocrat ETF (INCM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOGL | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 111 |
Median incremental investment | $295.25 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $8,555.70 | $1,550.78 |
Average age group | > 35 | > 35 |
Key Summary
MOGL | INCM | |
|---|---|---|
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. | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. INCM.AX aims to track the performance of an index (before fees and expenses) that provides exposure to companies which have increased or maintained dividends every year for at least 10 consecutive years within developed markets outside of Australia. |
Top 3 holdings | Amazon.com Inc (11.22 %) Microsoft Corp (9.84 %) Meta Platforms Inc Class A (7.55 %) | KRW - KOREAN WON (0 %) MSCI WORLD INDEX SEP26 (0 %) APPLE INC (6.10 %) |
Top 3 industries | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) |
Top 3 countries | United States (88.05 %) China (6.90 %) France (3.09 %) | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) |
Management fee | 1.32 % | 0.45 % |
Key Summary
MOGL | INCM | |
|---|---|---|
Issuer | Montgomery | BetaShares |
Tracking index | MSCI World Index | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 1.32 % | 0.45 % |
Price | $3.96 | $20.17 |
Size | N/A | $97.758 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.84 % | 4.51 % |
Market | ASX | ASX |
First listed date | 20/12/2017 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOGL | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 111 |
Median incremental investment | $295.25 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $8,555.70 | $1,550.78 |
Average age group | > 35 | > 35 |
Pros and Cons
MOGL | INCM | |
|---|---|---|
Pros |
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Cons |
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MOGL | INCM |
|---|---|
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 |