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Compare MQIO vs. MOGL
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are MQIO and MOGL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MQIO | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $20,000.00 | $295.25 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $19,843.60 | $8,642.34 |
Average age group | > 35 | > 35 |
Key Summary
MQIO | MOGL | |
|---|---|---|
Strategy | MQIO.AX was created on 2023-11-22 by Macquarie. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to outperform the Bloomberg AusBond Bank Bill Index over the medium term (before fees). | 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. |
Top 3 holdings | Macquarie Income Opportunities Active ETF (100 %) | Amazon.com Inc (10.15 %) Microsoft Corp (8.98 %) Meta Platforms Inc Class A (8.18 %) |
Top 3 industries | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) | |
Top 3 countries | United States (39.67 %) Australia (37.89 %) United Kingdom of Great Britain and Northern Ireland (21.05 %) | United States (88.05 %) China (6.90 %) France (3.09 %) |
Management fee | 0.492 % | 1.32 % |
Key Summary
MQIO | MOGL | |
|---|---|---|
Issuer | Macquarie | Montgomery |
Tracking index | MSCI World Index | |
Asset class | ETF | ETF |
Management fee | 0.492 % | 1.32 % |
Price | $10.64 | $3.99 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 2.44 % | 4.68 % |
Market | ASX | ASX |
First listed date | 21/11/2023 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MQIO | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $20,000.00 | $295.25 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $19,843.60 | $8,642.34 |
Average age group | > 35 | > 35 |
Pros and Cons
MQIO | MOGL | |
|---|---|---|
Pros |
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Cons |
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MQIO | MOGL |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |