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Compare MOGL vs. SSO
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 State Street SPDR S&P/ASX Small Ordinaries ETF (SSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOGL | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 6 |
Median incremental investment | $295.25 | $3,500.00 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $8,642.34 | $1,377.85 |
Average age group | > 35 | > 35 |
Key Summary
MOGL | SSO | |
|---|---|---|
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. | SSO.AX was created on 2011-04-13 by State Street . The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 31.74m in AUM and 194 holdings. The State Street SPDR S&P/ASX Small Ordinaries ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX Small Ordinaries Index. |
Top 3 holdings | Microsoft Corp (11.24 %) Amazon.com Inc (11.07 %) KKR & Co Inc Ordinary Shares (8.66 %) | Greatland Resources Ltd (2.03 %) Westgold Resources Ltd (2.02 %) Paladin Energy Ltd (1.80 %) |
Top 3 industries | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) | Financials (38.86 %) Materials (33.04 %) Other (32.33 %) |
Top 3 countries | United States (88.05 %) China (6.90 %) France (3.09 %) | Australia (88.50 %) United States (3.68 %) New Zealand (3.50 %) |
Management fee | 1.32 % | 0.5 % |
Key Summary
MOGL | SSO | |
|---|---|---|
Issuer | Montgomery | State Street |
Tracking index | MSCI World Index | S&P ASX Small Ordinaries |
Asset class | ETF | ETF |
Management fee | 1.32 % | 0.5 % |
Price | $3.99 | $16.21 |
Size | N/A | $32.187 million |
10Y return | N/A | 49.54 % |
Annual distribution yield (5Y) | 4.68 % | 5.74 % |
Market | ASX | ASX |
First listed date | 20/12/2017 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOGL | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 6 |
Median incremental investment | $295.25 | $3,500.00 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $8,642.34 | $1,377.85 |
Average age group | > 35 | > 35 |
Pros and Cons
MOGL | SSO | |
|---|---|---|
Pros |
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Cons |
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MOGL | SSO |
|---|---|
Lower exposure to AU market | Higher 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 |
Lower distribution yield | Higher distribution yield |