Compare AU

Compare MOGL vs. ULTB

Compare shares and ETFs on the ASX that you can trade on Pearler.

Montgomery Global Investment Portfolio

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are MOGL and ULTB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MOGL

ULTB

Popularity

Low

N/A

Pearlers invested

4

0

Median incremental investment

$295.25

$0

Median investment frequency

Fortnightly

N/A

Median total investment

$13,318.62

$0

Average age group

> 35

N/A


Key Summary

MOGL

ULTB

Strategy

N/A

N/A

Top 3 holdings

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

iShares 20+ Year U.S. Treasury Bond (Hedged) ETF (100 %)

Top 3 industries

Financials (29.48 %)

Information Technology (27.35 %)

Communication Services (22.15 %)

Top 3 countries

United States (81.43 %)

China (8.13 %)

France (2.82 %)

Management fee

N/A

0 %


Key Summary

MOGL

ULTB

Issuer

N/A

Tracking index

N/A

Asset class

Stock

Stock

Management fee

N/A

0 %

Price

$5.32

$96.12

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

4.59 %

- %

Market

ASX

ASX

First listed date

20/12/2017

05/09/2024

Purchase fee

$6.50

$6.50


Community Stats

MOGL

ULTB

Popularity

Low

N/A

Pearlers invested

4

0

Median incremental investment

$295.25

$0

Median investment frequency

Fortnightly

N/A

Median total investment

$13,318.62

$0

Average age group

> 35

N/A


Pros and Cons

MOGL

ULTB

Pros

  • Higher price growth

  • Higher dividend yield

Cons

  • Lower price growth

  • Lower dividend yield

MOGL

ULTB

Higher price growth

Lower price growth

Higher dividend yield

Lower dividend yield

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