Compare AU

Compare MOGL vs. VHY

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 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

1,333

Median incremental investment

$295.25

$1,013.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,059.42

$2,506.68

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

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

BHP Group Ltd. (10.26 %)

Commonwealth Bank of Australia (9.79 %)

National Australia Bank Ltd. (6.83 %)

Top 3 industries

Information Technology (28.11 %)

Financials (27.29 %)

Communication Services (22.55 %)

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

$5.12

$76.46

Size

N/A

N/A

10Y return

N/A

11.69 %

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

1,333

Median incremental investment

$295.25

$1,013.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,059.42

$2,506.68

Average age group

> 35

> 35


Pros and Cons

MOGL

VHY

Pros

  • Higher price growth

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

  • Lower price growth

MOGL

VHY

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

Home