Compare AU
Compare MOGL vs. WVOL
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 Edge MSCI World Minimum Volatility (WVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOGL | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 4 |
Median incremental investment | $295.25 | $2,005.19 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,318.62 | $3,636.32 |
Average age group | > 35 | > 35 |
Key Summary
MOGL | WVOL | |
|---|---|---|
Strategy | N/A | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | KKR & Co Inc Ordinary Shares (10.52 %) Amazon.com Inc (10.23 %) Blackstone Inc (9.48 %) | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) |
Top 3 industries | Financials (29.48 %) Information Technology (27.35 %) Communication Services (22.15 %) | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) |
Top 3 countries | United States (81.43 %) China (8.13 %) France (2.82 %) | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) |
Management fee | N/A | 0.3 % |
Key Summary
MOGL | WVOL | |
|---|---|---|
Issuer | N/A | iShares |
Tracking index | N/A | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | Stock | ETF |
Management fee | N/A | 0.3 % |
Price | $5.32 | $42.53 |
Size | N/A | $85.356 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.59 % | 2.71 % |
Market | ASX | ASX |
First listed date | 20/12/2017 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOGL | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 4 |
Median incremental investment | $295.25 | $2,005.19 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,318.62 | $3,636.32 |
Average age group | > 35 | > 35 |
Pros and Cons
MOGL | WVOL | |
|---|---|---|
Pros |
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Cons |
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MOGL | WVOL |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Higher price growth | Lower price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |