Compare AU
Compare MOGL vs. ISLM
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 Hejaz Equities Fund (Managed Fund) (ISLM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOGL | ISLM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 5 |
Median incremental investment | $295.25 | $503.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,318.62 | $1,135.13 |
Average age group | > 35 | 26 - 35 |
Key Summary
MOGL | ISLM | |
|---|---|---|
Strategy | N/A | ISLM.AX was created on 2020-10-17 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements- in the Benchmark over rolling 5 to 7 year timeframe through exposure to a diversified equities portfolio of shariah Compliant investments. |
Top 3 holdings | KKR & Co Inc Ordinary Shares (10.52 %) Amazon.com Inc (10.23 %) Blackstone Inc (9.48 %) | Taiwan Semiconductor Manufacturing Co Ltd ADR (8.38 %) Pop Mart International Group Ltd Ordinary Shares (7.58 %) Air Products & Chemicals Inc (5.53 %) |
Top 3 industries | Communication Services (29.81 %) Financials (28.90 %) Information Technology (27.24 %) | Consumer Discretionary (21.57 %) Materials (19.16 %) Information Technology (19.15 %) |
Top 3 countries | United States (81.43 %) China (8.13 %) France (2.82 %) | United States (39.31 %) Australia (26.55 %) China (10.94 %) |
Management fee | N/A | 1.89 % |
Key Summary
MOGL | ISLM | |
|---|---|---|
Issuer | N/A | Hejaz |
Tracking index | N/A | MSCI World Islamic |
Asset class | Stock | ETF |
Management fee | N/A | 1.89 % |
Price | $5.32 | $1.125 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.59 % | - % |
Market | ASX | ASX |
First listed date | 20/12/2017 | 16/10/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOGL | ISLM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 5 |
Median incremental investment | $295.25 | $503.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,318.62 | $1,135.13 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MOGL | ISLM | |
|---|---|---|
Pros |
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Cons |
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MOGL | ISLM |
|---|---|
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 |