Compare AU
Compare MOGL vs. MHHT
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 Magellan High Conviction Trust - Active ETF (MHHT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOGL | MHHT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 8 |
Median incremental investment | $295.25 | $1,742.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $13,168.41 | $5,057.85 |
Average age group | > 35 | > 35 |
Key Summary
MOGL | MHHT | |
|---|---|---|
Strategy | N/A | MHHT.AX was created on 2019-10-11 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Trust is to achieve attractive risk-adjusted returns over the medium to long-term. |
Top 3 holdings | KKR & Co Inc Ordinary Shares (10.52 %) Amazon.com Inc (10.23 %) Blackstone Inc (9.48 %) | Amazon.com Inc (9.10 %) Microsoft Corp (8.58 %) ASML Holding NV (7.16 %) |
Top 3 industries | Communication Services (29.81 %) Financials (28.90 %) Information Technology (27.24 %) | Information Technology (32.18 %) Consumer Discretionary (21.16 %) Financials (20.12 %) |
Top 3 countries | United States (81.43 %) China (8.13 %) France (2.82 %) | United States (72.59 %) Netherlands (7.23 %) Canada (6.98 %) |
Management fee | N/A | 1.5 % |
Key Summary
MOGL | MHHT | |
|---|---|---|
Issuer | N/A | Magellan |
Tracking index | N/A | |
Asset class | Stock | ETF |
Management fee | N/A | 1.5 % |
Price | $5.32 | $2.11 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.59 % | 1.94 % |
Market | ASX | ASX |
First listed date | 20/12/2017 | 30/08/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOGL | MHHT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 8 |
Median incremental investment | $295.25 | $1,742.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $13,168.41 | $5,057.85 |
Average age group | > 35 | > 35 |
Pros and Cons
MOGL | MHHT | |
|---|---|---|
Pros |
|
|
Cons |
|
|
MOGL | MHHT |
|---|---|
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 |