Compare AU
Compare MOGL vs. IVE
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 iShares MSCI EAFE ETF (IVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOGL | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 40 |
Median incremental investment | $295.25 | $1,688.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,291.22 | $4,422.04 |
Average age group | > 35 | > 35 |
Key Summary
MOGL | IVE | |
|---|---|---|
Strategy | N/A | IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies. |
Top 3 holdings | Amazon.com Inc (11.84 %) KKR & Co Inc Ordinary Shares (11.05 %) Blackstone Inc (9.69 %) | ASML Holding NV (2.39 %) Moelis & Company (1.49 %) SHELL PLC - ADS (1.23 %) |
Top 3 industries | Information Technology (27.75 %) Financials (27.65 %) Communication Services (22.65 %) | Other (99.86 %) Communication Services (0.14 %) |
Top 3 countries | United States (81.43 %) China (8.13 %) France (2.82 %) | United States (99.97 %) |
Management fee | N/A | 0.32 % |
Key Summary
MOGL | IVE | |
|---|---|---|
Issuer | N/A | iShares |
Tracking index | N/A | MSCI EAFE |
Asset class | Stock | ETF |
Management fee | N/A | 0.32 % |
Price | $4.47 | $130.06 |
Size | N/A | $548.707 million |
10Y return | N/A | 57.38 % |
Annual distribution yield (5Y) | 4.60 % | 2.60 % |
Market | ASX | ASX |
First listed date | 20/12/2017 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOGL | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 40 |
Median incremental investment | $295.25 | $1,688.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,291.22 | $4,422.04 |
Average age group | > 35 | > 35 |
Pros and Cons
MOGL | IVE | |
|---|---|---|
Pros |
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Cons |
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MOGL | IVE |
|---|---|
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 |