Compare AU
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 Gbl Long Only Equities Fund (Managed Fund) (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 | 4 | 18 |
Median incremental investment | $295.25 | $1,522.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,918.06 | $4,260.48 |
Average age group | > 35 | > 35 |
Key Summary
MOGL | OZBD | |
|---|---|---|
Strategy | N/A | OZBD.AX was created on 2022-02-02 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. OZBD.AX aims to track the Bloomberg Australian Enhanced Yield Composite Bond Index, before fees and expenses. |
Top 3 holdings | KKR & Co Inc Ordinary Shares (10.52 %) Amazon.com Inc (10.23 %) Blackstone Inc (9.48 %) | AUSTRALIAN GOVERNMENT 1.0% NOV-31 (1.73 %) AUSTRALIAN GOVERNMENT 1.25% MAY-32 (1.63 %) INTL FINANCE CORP 1.5% APR-35 (1.35 %) |
Top 3 industries | Financials (29.48 %) Information Technology (27.35 %) Communication Services (22.15 %) | Other (99.47 %) Communication Services (0.53 %) |
Top 3 countries | United States (81.43 %) China (8.13 %) France (2.82 %) | |
Management fee | N/A | 0.19 % |
Key Summary
MOGL | OZBD | |
|---|---|---|
Issuer | N/A | BetaShares |
Tracking index | N/A | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross |
Asset class | Stock | ETF |
Management fee | N/A | 0.19 % |
Price | $5.16 | $44.15 |
Size | N/A | $486.857 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.59 % | 2.04 % |
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 | 4 | 18 |
Median incremental investment | $295.25 | $1,522.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,918.06 | $4,260.48 |
Average age group | > 35 | > 35 |
Pros and Cons
MOGL | OZBD | |
|---|---|---|
Pros |
|
|
Cons |
|
|
MOGL | OZBD |
|---|---|
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 |