Compare AU
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 Montaka Gbl Long Only Equities Fund (Managed Fund) (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 | 4 | 233 |
Median incremental investment | $295.25 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,139.66 | $2,231.76 |
Average age group | > 35 | > 35 |
Key Summary
MOGL | VSO | |
|---|---|---|
Strategy | N/A | 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 (11.84 %) KKR & Co Inc Ordinary Shares (11.05 %) Blackstone Inc (9.69 %) | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) |
Top 3 industries | Information Technology (27.75 %) Financials (27.65 %) Communication Services (22.65 %) | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) |
Top 3 countries | United States (81.43 %) China (8.13 %) France (2.82 %) | Australia (98.99 %) China (0.62 %) United States (0.26 %) |
Management fee | N/A | 0.3 % |
Key Summary
MOGL | VSO | |
|---|---|---|
Issuer | N/A | Vanguard |
Tracking index | N/A | MSCI Australian Shares Small Cap Index - AUD |
Asset class | Stock | ETF |
Management fee | N/A | 0.3 % |
Price | $4.46 | $66.39 |
Size | N/A | N/A |
10Y return | N/A | 46.17 % |
Annual distribution yield (5Y) | 4.60 % | 5.40 % |
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 | 4 | 233 |
Median incremental investment | $295.25 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,139.66 | $2,231.76 |
Average age group | > 35 | > 35 |
Pros and Cons
MOGL | VSO | |
|---|---|---|
Pros |
| |
Cons |
|
MOGL | VSO |
|---|---|
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 |