Compare AU
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 Gbl Long Only Equities Fund (Managed Fund) (MOGL) and the BetaShares Global Income Leaders 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 | 4 | 15 |
Median incremental investment | $295.25 | $1,293.46 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,139.66 | $5,022.01 |
Average age group | > 35 | > 35 |
Key Summary
MOGL | INCM | |
|---|---|---|
Strategy | N/A | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The fund aims to track the performance of an index (before fees and expenses) that comprises 100 high-yielding global companies (ex-Australia) selected for their potential to generate attractive and sustainable income. |
Top 3 holdings | Amazon.com Inc (11.84 %) KKR & Co Inc Ordinary Shares (11.05 %) Blackstone Inc (9.69 %) | MSCI WORLD INDEX MAR25 (0 %) AT&T INC (2.68 %) VERIZON COMMUNICATIONS INC (2.43 %) |
Top 3 industries | Information Technology (27.75 %) Financials (27.65 %) Communication Services (22.65 %) | Other (31.58 %) Utilities (23.26 %) Financials (10.03 %) |
Top 3 countries | United States (81.43 %) China (8.13 %) France (2.82 %) | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) |
Management fee | N/A | 0.45 % |
Key Summary
MOGL | INCM | |
|---|---|---|
Issuer | N/A | BetaShares |
Tracking index | N/A | Nasdaq Global Income Leaders Index - USD-US Dollar |
Asset class | Stock | ETF |
Management fee | N/A | 0.45 % |
Price | $4.46 | $19.36 |
Size | N/A | $44.771 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.60 % | 4.16 % |
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 | 4 | 15 |
Median incremental investment | $295.25 | $1,293.46 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,139.66 | $5,022.01 |
Average age group | > 35 | > 35 |
Pros and Cons
MOGL | INCM | |
|---|---|---|
Pros |
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Cons |
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MOGL | INCM |
|---|---|
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 |