Compare AU
Compare MOGL vs. IOZ
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 Aussie 200 (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 | 704 |
Median incremental investment | $295.25 | $1,007.51 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,792.89 | $2,408.27 |
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 | KKR & Co Inc Ordinary Shares (10.52 %) Amazon.com Inc (10.23 %) Blackstone Inc (9.48 %) | COMMONWEALTH BANK OF AUSTRALIA (10.56 %) BHP GROUP LTD (8.20 %) CSL LTD (5.53 %) |
Top 3 industries | Financials (29.48 %) Information Technology (27.35 %) Communication Services (22.15 %) | Financials (33.34 %) Materials (17.72 %) Health Care (8.77 %) |
Top 3 countries | United States (81.43 %) China (8.13 %) France (2.82 %) | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) |
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 | $5.00 | $33.12 |
Size | N/A | $6.278 billion |
10Y return | N/A | 41.36 % |
Annual distribution yield (5Y) | 5.03 % | 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 | 704 |
Median incremental investment | $295.25 | $1,007.51 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,792.89 | $2,408.27 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MOGL | IOZ | |
|---|---|---|
Pros |
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Cons |
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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 |