Compare AU
Compare MOGL vs. VHY
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 Gbl Long Only Equities Fund (Managed Fund) (MOGL) and the Vanguard Australian Shares High Yield ETF (VHY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOGL | VHY | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 4 | 1,387 |
Median incremental investment | $295.25 | $1,013.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,139.66 | $2,350.92 |
Average age group | > 35 | > 35 |
Key Summary
MOGL | VHY | |
|---|---|---|
Strategy | N/A | VHY.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on high dividend yield equity. Vanguard Australian Shares High Yield ETF seeks to track the return of the FTSE Australia High Dividend Yield Index before taking into account fees, expenses and tax. |
Top 3 holdings | Amazon.com Inc (11.84 %) KKR & Co Inc Ordinary Shares (11.05 %) Blackstone Inc (9.69 %) | BHP Group Ltd. (10.26 %) Commonwealth Bank of Australia (9.79 %) National Australia Bank Ltd. (6.83 %) |
Top 3 industries | Information Technology (27.75 %) Financials (27.65 %) Communication Services (22.65 %) | Financials (40.37 %) Materials (23.34 %) Energy (10.73 %) |
Top 3 countries | United States (81.43 %) China (8.13 %) France (2.82 %) | Australia (99.89 %) China (0.11 %) |
Management fee | N/A | 0.25 % |
Key Summary
MOGL | VHY | |
|---|---|---|
Issuer | N/A | Vanguard |
Tracking index | N/A | FTSE Australia High Dividend Yield Index - AUD |
Asset class | Stock | ETF |
Management fee | N/A | 0.25 % |
Price | $4.41 | $71.24 |
Size | N/A | N/A |
10Y return | N/A | 3.02 % |
Annual distribution yield (5Y) | 4.60 % | 7.12 % |
Market | ASX | ASX |
First listed date | 20/12/2017 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOGL | VHY | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 4 | 1,387 |
Median incremental investment | $295.25 | $1,013.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,139.66 | $2,350.92 |
Average age group | > 35 | > 35 |
Pros and Cons
MOGL | VHY | |
|---|---|---|
Pros |
| |
Cons |
|
MOGL | VHY |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |