Compare AU
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 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 | 4 | 2 |
Median incremental investment | $295.25 | $6,000.00 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $11,164.92 | $1,695.54 |
Average age group | > 35 | > 35 |
Key Summary
MOGL | SSO | |
|---|---|---|
Strategy | N/A | SSO.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 26.27m in AUM and 201 holdings. The 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 | Amazon.com Inc (11.24 %) KKR & Co Inc Ordinary Shares (9.74 %) Blackstone Inc (9.37 %) | Perseus Mining Ltd (1.72 %) Genesis Minerals Ltd (1.66 %) Capricorn Metals Ltd (1.42 %) |
Top 3 industries | Information Technology (27.82 %) Financials (26.12 %) Communication Services (23.49 %) | Materials (52.60 %) Financials (37.63 %) Other (32.33 %) |
Top 3 countries | United States (81.43 %) China (8.13 %) France (2.82 %) | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) |
Management fee | N/A | 0.5 % |
Key Summary
MOGL | SSO | |
|---|---|---|
Issuer | N/A | SPDR |
Tracking index | N/A | S&P ASX Small Ordinaries |
Asset class | Stock | ETF |
Management fee | N/A | 0.5 % |
Price | $4.55 | $14.76 |
Size | N/A | $26.136 million |
10Y return | N/A | 24.14 % |
Annual distribution yield (5Y) | 4.60 % | 6.08 % |
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 | 4 | 2 |
Median incremental investment | $295.25 | $6,000.00 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $11,164.92 | $1,695.54 |
Average age group | > 35 | > 35 |
Pros and Cons
MOGL | SSO | |
|---|---|---|
Pros |
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Cons |
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MOGL | SSO |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Higher price growth | Lower price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |