Compare AU
Compare MVB 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Aussie Large-Cap Banks (MVB) and the Montgomery Global Investment Portfolio (MOGL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVB | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 101 | 4 |
Median incremental investment | $710.00 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,823.60 | $13,318.62 |
Average age group | > 35 | > 35 |
Key Summary
MVB | MOGL | |
|---|---|---|
Strategy | MVB.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on financials equity. MVB.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim to provide investment returns before fees and other costs which track the performance of the Index. | N/A |
Top 3 holdings | Commonwealth Bank of Australia (21.40 %) Westpac Banking Corp (19.94 %) National Australia Bank Ltd (19.54 %) | KKR & Co Inc Ordinary Shares (10.52 %) Amazon.com Inc (10.23 %) Blackstone Inc (9.48 %) |
Top 3 industries | Financials (100.00 %) Other (0.13 %) | Financials (29.48 %) Information Technology (27.35 %) Communication Services (22.15 %) |
Top 3 countries | Australia (100.00 %) | United States (81.43 %) China (8.13 %) France (2.82 %) |
Management fee | 0.28 % | N/A |
Key Summary
MVB | MOGL | |
|---|---|---|
Issuer | VanEck | N/A |
Tracking index | MVIS Australia Banks Index - AUD | N/A |
Asset class | ETF | Stock |
Management fee | 0.28 % | N/A |
Price | $38.80 | $5.32 |
Size | $226.373 million | N/A |
10Y return | 53.42 % | N/A |
Annual distribution yield (5Y) | 6.55 % | 4.59 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVB | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 101 | 4 |
Median incremental investment | $710.00 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,823.60 | $13,318.62 |
Average age group | > 35 | > 35 |
Pros and Cons
MVB | MOGL | |
|---|---|---|
Pros |
| |
Cons |
|
MVB | MOGL |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |