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Compare MOGL vs. JPEQ

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

Montgomery Global Investment Portfolio

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 Montgomery Global Investment Portfolio (MOGL) and the Jpm Us100Q Eq Prem Inc Active ETF (Managed Fund) (JPEQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MOGL

JPEQ

Popularity

Low

Low

Pearlers invested

4

2

Median incremental investment

$295.25

$750.00

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$13,118.34

$4,914.36

Average age group

> 35

> 35


Key Summary

MOGL

JPEQ

Strategy

N/A

JPEQ.AX was created on 2023-05-23 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to seek current income while maintaining prospects for capital appreciation.

Top 3 holdings

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %)

Top 3 industries

Communication Services (29.81 %)

Financials (28.90 %)

Information Technology (27.24 %)

Top 3 countries

United States (81.43 %)

China (8.13 %)

France (2.82 %)

United States (97.22 %)

Netherlands (1.57 %)

Brazil (0.79 %)

Management fee

N/A

0.4 %


Key Summary

MOGL

JPEQ

Issuer

N/A

JPMorgan

Tracking index

N/A

Asset class

Stock

ETF

Management fee

N/A

0.4 %

Price

$5.22

$64.42

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.59 %

2.54 %

Market

ASX

ASX

First listed date

20/12/2017

24/05/2023

Purchase fee

$6.50

$6.50


Community Stats

MOGL

JPEQ

Popularity

Low

Low

Pearlers invested

4

2

Median incremental investment

$295.25

$750.00

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$13,118.34

$4,914.36

Average age group

> 35

> 35


Pros and Cons

MOGL

JPEQ

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

JPEQ

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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