Compare AU
Compare MOGL vs. RBTZ
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 Global Robotics and Artificial Intelligence ETF (RBTZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOGL | RBTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 439 |
Median incremental investment | $295.25 | $780.85 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,139.66 | $1,379.66 |
Average age group | > 35 | > 35 |
Key Summary
MOGL | RBTZ | |
|---|---|---|
Strategy | N/A | RBTZ.AX was created on 2018-09-12 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. RBTZ.AX aims to track the performance of an index (before fees and expenses) that includes global companies involved in the production or use of robotics and artificial intelligence (A.l.) products and services. |
Top 3 holdings | Amazon.com Inc (11.84 %) KKR & Co Inc Ordinary Shares (11.05 %) Blackstone Inc (9.69 %) | NVIDIA CORP (11.13 %) INTUITIVE SURGICAL INC (11.12 %) ABB LTD (9.57 %) |
Top 3 industries | Information Technology (27.75 %) Financials (27.65 %) Communication Services (22.65 %) | Other (55.82 %) Information Technology (25.70 %) Health Care (11.30 %) |
Top 3 countries | United States (81.43 %) China (8.13 %) France (2.82 %) | United States (47.60 %) Japan (30.01 %) Switzerland (11.60 %) |
Management fee | N/A | 0.57 % |
Key Summary
MOGL | RBTZ | |
|---|---|---|
Issuer | N/A | BetaShares |
Tracking index | N/A | Indxx Global Robotics & Artificial Intelligence Thematic Index |
Asset class | Stock | ETF |
Management fee | N/A | 0.57 % |
Price | $4.46 | $13.86 |
Size | N/A | $274.930 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.60 % | 2.81 % |
Market | ASX | ASX |
First listed date | 20/12/2017 | 14/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOGL | RBTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 439 |
Median incremental investment | $295.25 | $780.85 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,139.66 | $1,379.66 |
Average age group | > 35 | > 35 |
Pros and Cons
MOGL | RBTZ | |
|---|---|---|
Pros |
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Cons |
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MOGL | RBTZ |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |