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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 Montaka Global Fund - Active ETF (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 | 3 | 904 |
Median incremental investment | $295.25 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $10,251.12 | $2,727.34 |
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 (11.45 %) Microsoft Corp (10.91 %) KKR & Co Inc Ordinary Shares (9.73 %) | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) |
Top 3 industries | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) |
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 | $4.86 | $35.42 |
Size | N/A | $7.765 billion |
10Y return | N/A | 63.75 % |
Annual distribution yield (5Y) | 4.61 % | 3.96 % |
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 | 3 | 904 |
Median incremental investment | $295.25 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $10,251.12 | $2,727.34 |
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 |
Higher dividend/distribution yield | Lower dividend/distribution yield |