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Compare MOGL vs. IZZ
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 China Large-Cap ETF (IZZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOGL | IZZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 72 |
Median incremental investment | $295.25 | $1,993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $8,534.04 | $3,291.44 |
Average age group | > 35 | > 35 |
Key Summary
MOGL | IZZ | |
|---|---|---|
Strategy | MOGL.AX was created on 2017-12-19 by Montgomery. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with long term capital growth as well as income distributions of at least 4.5% per annum through a portfolio of quality global shares and to outperform the MSCI World Net Total Return Index (Index), in Australian Dollars over a rolling 5-year period, net of fees. Returns are not guaranteed. | IZZ.AX was created on 2004-10-05 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 493.91m in AUM and 52 holdings. The fund aims to provide investors with the performance of the FTSE China 50 Index, before fees and expenses. The index is designed to measure the performance of 50 of the largest and most liquid Chinese companies which trade on the Hong Kong Stock Exchange |
Top 3 holdings | Amazon.com Inc (10.21 %) Microsoft Corp (8.93 %) Meta Platforms Inc Class A (7.55 %) | ALIBABA GROUP HOLDING LTD (8.50 %) TENCENT HOLDINGS LTD (8.27 %) CHINA CONSTRUCTION BANK CORP H (7.96 %) |
Top 3 industries | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) | Other (59.03 %) Consumer Discretionary (16.54 %) Communication Services (12.68 %) |
Top 3 countries | United States (88.05 %) China (6.90 %) France (3.09 %) | China (91.42 %) Hong Kong (6.92 %) United States (1.66 %) |
Management fee | 1.32 % | 0.0074 % |
Key Summary
MOGL | IZZ | |
|---|---|---|
Issuer | Montgomery | iShares |
Tracking index | MSCI World Index | FTSE China 50 Net Tax USD Index |
Asset class | ETF | ETF |
Management fee | 1.32 % | 0.0074 % |
Price | $3.94 | $51.03 |
Size | N/A | $492.391 million |
10Y return | N/A | 15.95 % |
Annual distribution yield (5Y) | 4.68 % | 2.26 % |
Market | ASX | ASX |
First listed date | 20/12/2017 | 15/11/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOGL | IZZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 72 |
Median incremental investment | $295.25 | $1,993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $8,534.04 | $3,291.44 |
Average age group | > 35 | > 35 |
Pros and Cons
MOGL | IZZ | |
|---|---|---|
Pros |
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Cons |
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MOGL | IZZ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |