Compare AU

Compare MOGL vs. VESG

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, 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 Vanguard Ethically Conscious International Shares Index ETF (VESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MOGL

VESG

Popularity

Low

Medium

Pearlers invested

4

2,221

Median incremental investment

$295.25

$990.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,210.98

$2,709.20

Average age group

> 35

26 - 35


Key Summary

MOGL

VESG

Strategy

N/A

VESG seeks to track the performance of the FTSE Developed ex-Australia Choice Index (with dividends reinvested) before considering any additional fees, expenses, and taxes.

Top 3 holdings

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

Apple Inc. (5.54 %)

Microsoft Corp. (4.67 %)

Amazon.com Inc. (2.10 %)

Top 3 industries

Information Technology (28.11 %)

Financials (27.29 %)

Communication Services (22.55 %)

Information Technology (26.14 %)

Health Care (16.64 %)

Financials (15.14 %)

Top 3 countries

United States (81.43 %)

China (8.13 %)

France (2.82 %)

United States (73.33 %)

Japan (6.63 %)

Switzerland (2.90 %)

Management fee

N/A

0.18 %


Key Summary

MOGL

VESG

Issuer

N/A

Vanguard

Tracking index

N/A

FTSE Developed ex Australia Choice Index - AUD

Asset class

Stock

ETF

Management fee

N/A

0.18 %

Price

$5.23

$104.20

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.60 %

1.66 %

Market

ASX

ASX

First listed date

20/12/2017

13/09/2018

Purchase fee

$6.50

$6.50


Community Stats

MOGL

VESG

Popularity

Low

Medium

Pearlers invested

4

2,221

Median incremental investment

$295.25

$990.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,210.98

$2,709.20

Average age group

> 35

26 - 35


Pros and Cons

MOGL

VESG

Pros

  • Higher dividend/distribution yield

  • Exposure to more markets and sectors

  • Higher price growth

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

MOGL

VESG

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

Home