Compare AU

Compare MOGL vs. USHY

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

Montaka Gbl Long Only Equities Fund (Managed Fund)

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 USHY. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MOGL

USHY

Popularity

Low

Low

Pearlers invested

4

6

Median incremental investment

$295.25

$7,000.00

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$12,933.12

$3,310.65

Average age group

> 35

> 35


Key Summary

MOGL

USHY

Strategy

N/A

USHY.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide consumers with a return that tracks the performance of the Solactive USD High Yield Corporates Total Market Hedged to AUD Index (the Index) before fees and expenses.

Top 3 holdings

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

Global X Usd High Yield Bond ETF(Currency Hedged). (100 %)

Top 3 industries

Information Technology (28.11 %)

Financials (27.29 %)

Communication Services (22.55 %)

Top 3 countries

United States (81.43 %)

China (8.13 %)

France (2.82 %)

Management fee

N/A

0.3 %


Key Summary

MOGL

USHY

Issuer

N/A

Global X

Tracking index

N/A

Solactive USD High Yield Corporates Total Market AUD Hedged Index - AUD - Benchmark TR Net Hedged

Asset class

Stock

ETF

Management fee

N/A

0.3 %

Price

$5.12

$10.51

Size

N/A

$17.333 million

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

4.60 %

2.64 %

Market

ASX

ASX

First listed date

20/12/2017

04/07/2022

Purchase fee

$6.50

$6.50


Community Stats

MOGL

USHY

Popularity

Low

Low

Pearlers invested

4

6

Median incremental investment

$295.25

$7,000.00

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$12,933.12

$3,310.65

Average age group

> 35

> 35


Pros and Cons

MOGL

USHY

Pros

  • Higher price growth

  • Higher dividend/distribution yield

  • Exposure to more markets and sectors

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

MOGL

USHY

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

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