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Compare MOGL vs. IOZ

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

Montaka Gbl Long Only Equities Fund (Managed Fund)

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 Montaka Gbl Long Only Equities Fund (Managed Fund) (MOGL) and the iShares Core S&P/ASX 200 ETF (IOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MOGL

IOZ

Popularity

Low

Low

Pearlers invested

4

671

Median incremental investment

$295.25

$1,008.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$11,791.49

$2,271.88

Average age group

> 35

26 - 35


Key Summary

MOGL

IOZ

Strategy

N/A

The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX.

Top 3 holdings

Amazon.com Inc (10.94 %)

KKR & Co Inc Ordinary Shares (10.82 %)

Blackstone Inc (10.28 %)

COMMONWEALTH BANK OF AUSTRALIA (9.67 %)

BHP GROUP LTD (8.63 %)

CSL LTD (5.87 %)

Top 3 industries

Financials (34.52 %)

Communication Services (24.17 %)

Consumer Discretionary (20.77 %)

Financials (32.62 %)

Materials (18.81 %)

Health Care (8.87 %)

Top 3 countries

Australia (97.04 %)

New Zealand (1.55 %)

Ireland (0.93 %)

Management fee

N/A

0.05 %


Key Summary

MOGL

IOZ

Issuer

N/A

iShares

Tracking index

N/A

S&P ASX 200

Asset class

Stock

ETF

Management fee

N/A

0.05 %

Price

$4.71

$33.41

Size

N/A

$6.205 billion

10Y return

N/A

39.56 %

Annual distribution yield (5Y)

4.59 %

5.36 %

Market

ASX

ASX

First listed date

20/12/2017

09/12/2010

Purchase fee

$6.50

$6.50


Community Stats

MOGL

IOZ

Popularity

Low

Low

Pearlers invested

4

671

Median incremental investment

$295.25

$1,008.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$11,791.49

$2,271.88

Average age group

> 35

26 - 35


Pros and Cons

MOGL

IOZ

Pros

  • Higher price growth

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

  • Lower price growth

MOGL

IOZ

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

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