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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 Global Fund - Active ETF (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 | 3 | 3,388 |
Median incremental investment | $295.25 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $8,447.40 | $2,548.20 |
Average age group | > 35 | > 35 |
Key Summary
MOGL | VHY | |
|---|---|---|
Strategy | MOGL.AX was created on 2017-12-19 by Montgomery. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with long term capital growth as well as income distributions of at least 4.5% per annum through a portfolio of quality global shares and to outperform the MSCI World Net Total Return Index (Index), in Australian Dollars over a rolling 5-year period, net of fees. Returns are not guaranteed. | 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 (11.25 %) Microsoft Corp (9.12 %) Alphabet Inc Class A (8.25 %) | BHP Group Ltd. (10.26 %) Commonwealth Bank of Australia (9.79 %) National Australia Bank Ltd. (6.83 %) |
Top 3 industries | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) | Financials (40.37 %) Materials (23.34 %) Energy (10.73 %) |
Top 3 countries | United States (88.05 %) China (6.90 %) France (3.09 %) | Australia (100.00 %) |
Management fee | 1.32 % | 0.25 % |
Key Summary
MOGL | VHY | |
|---|---|---|
Issuer | Montgomery | Vanguard |
Tracking index | MSCI World Index | FTSE Australia High Dividend Yield Index - AUD |
Asset class | ETF | ETF |
Management fee | 1.32 % | 0.25 % |
Price | $3.97 | $84.93 |
Size | N/A | $7.514 billion |
10Y return | N/A | 53.55 % |
Annual distribution yield (5Y) | 4.68 % | 5.96 % |
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 | 3 | 3,388 |
Median incremental investment | $295.25 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $8,447.40 | $2,548.20 |
Average age group | > 35 | > 35 |
Pros and Cons
MOGL | VHY | |
|---|---|---|
Pros |
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Cons |
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MOGL | VHY |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |