Compare AU

Compare MOGL vs. IZZ

Compare shares and ETFs on the ASX that you can trade on Pearler.

Montaka Gbl Long Only Equities Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 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

4

33

Median incremental investment

$295.25

$2,746.75

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,143.38

$3,955.68

Average age group

> 35

> 35


Key Summary

MOGL

IZZ

Strategy

N/A

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 376.32m in AUM and 50 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

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

MEITUAN (10.47 %)

ALIBABA GROUP HOLDING LTD (8.86 %)

TENCENT HOLDINGS LTD (8.29 %)

Top 3 industries

Communication Services (29.81 %)

Financials (28.90 %)

Information Technology (27.24 %)

Other (58.33 %)

Consumer Discretionary (21.66 %)

Communication Services (10.44 %)

Top 3 countries

United States (81.43 %)

China (8.13 %)

France (2.82 %)

China (100.00 %)

Management fee

N/A

0.74 %


Key Summary

MOGL

IZZ

Issuer

N/A

iShares

Tracking index

N/A

FTSE China 50 Net Tax USD Index

Asset class

Stock

ETF

Management fee

N/A

0.74 %

Price

$5.25

$51.39

Size

N/A

$338.261 million

10Y return

N/A

5.96 %

Annual distribution yield (5Y)

4.59 %

1.97 %

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

4

33

Median incremental investment

$295.25

$2,746.75

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,143.38

$3,955.68

Average age group

> 35

> 35


Pros and Cons

MOGL

IZZ

Pros

  • Higher price growth

  • Higher dividend/distribution yield

  • Exposure to more markets and sectors

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

MOGL

IZZ

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

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