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Compare MOGL vs. VSO
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 Montgomery Global Investment Portfolio (MOGL) and the Vanguard MSCI Australian Small Companies Index ETF (VSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOGL | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 313 |
Median incremental investment | $295.25 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $8,469.06 | $2,729.49 |
Average age group | > 35 | > 35 |
Key Summary
MOGL | VSO | |
|---|---|---|
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. | VSO.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on small cap equity. Vanguard MSCI Australian Small Companies Index ETF seeks to track the return of the MSCI Australian Shares Small Cap 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 %) | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) |
Top 3 industries | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) |
Top 3 countries | United States (88.05 %) China (6.90 %) France (3.09 %) | Australia (98.27 %) United Kingdom of Great Britain and Northern Ireland (0.95 %) United States (0.69 %) |
Management fee | 1.32 % | 0.3 % |
Key Summary
MOGL | VSO | |
|---|---|---|
Issuer | Montgomery | Vanguard |
Tracking index | MSCI World Index | MSCI Australian Shares Small Cap Index - AUD |
Asset class | ETF | ETF |
Management fee | 1.32 % | 0.3 % |
Price | $3.91 | $73.77 |
Size | N/A | N/A |
10Y return | N/A | 52.45 % |
Annual distribution yield (5Y) | 4.68 % | 4.77 % |
Market | ASX | ASX |
First listed date | 20/12/2017 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOGL | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 313 |
Median incremental investment | $295.25 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $8,469.06 | $2,729.49 |
Average age group | > 35 | > 35 |
Pros and Cons
MOGL | VSO | |
|---|---|---|
Pros |
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Cons |
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MOGL | VSO |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |