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Compare MOGL vs. OZBD
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 Betashares Australian Composite Bond ETF (OZBD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOGL | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 25 |
Median incremental investment | $295.25 | $2,180.29 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $9,768.66 | $8,338.68 |
Average age group | > 35 | > 35 |
Key Summary
MOGL | OZBD | |
|---|---|---|
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. | OZBD.AX was created on 2022-02-02 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 1037.79m in AUM and 652 holdings. OZBD.AX aims to track the Bloomberg Australian Enhanced Yield Composite Bond Index, before fees and expenses. |
Top 3 holdings | Microsoft Corp (11.24 %) Amazon.com Inc (11.07 %) KKR & Co Inc Ordinary Shares (8.66 %) | AUSTRALIAN GOVERNMENT 3.75% APR-37 (1.33 %) AUSTRALIAN GOVERNMENT 3.5% DEC-34 (1.15 %) BRITISH COLUMBIA PROV OF 5.2% MAY-36 (1.12 %) |
Top 3 industries | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) | Other (99.47 %) Communication Services (0.53 %) |
Top 3 countries | United States (81.43 %) China (8.13 %) France (2.82 %) | |
Management fee | 1.32 % | 0.19 % |
Key Summary
MOGL | OZBD | |
|---|---|---|
Issuer | Montgomery | BetaShares |
Tracking index | MSCI World Index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 1.32 % | 0.19 % |
Price | $4.51 | $44.13 |
Size | N/A | $1.045 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.68 % | 2.82 % |
Market | ASX | ASX |
First listed date | 20/12/2017 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOGL | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 25 |
Median incremental investment | $295.25 | $2,180.29 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $9,768.66 | $8,338.68 |
Average age group | > 35 | > 35 |
Pros and Cons
MOGL | OZBD | |
|---|---|---|
Pros |
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Cons |
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MOGL | OZBD |
|---|---|
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 |