Compare AU
Compare MVE 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 S&P Aussie 50 Mid-Caps (MVE) 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
MVE | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 4 |
Median incremental investment | $668.99 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,917.20 | $13,318.62 |
Average age group | > 35 | > 35 |
Key Summary
MVE | MOGL | |
|---|---|---|
Strategy | MVE.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund is designed to capture the performance of the 50 midcap companies listed on ASX having Market Capitalisation ranking from 51 to 100. | N/A |
Top 3 holdings | CAR Group Ltd (4.94 %) Pro Medicus Ltd (4.29 %) REA Group Ltd (4.09 %) | KKR & Co Inc Ordinary Shares (10.52 %) Amazon.com Inc (10.23 %) Blackstone Inc (9.48 %) |
Top 3 industries | Communication Services (26.18 %) Information Technology (18.20 %) Materials (17.07 %) | Communication Services (29.81 %) Financials (28.90 %) Information Technology (27.24 %) |
Top 3 countries | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) | United States (81.43 %) China (8.13 %) France (2.82 %) |
Management fee | 0.45 % | N/A |
Key Summary
MVE | MOGL | |
|---|---|---|
Issuer | VanEck | N/A |
Tracking index | S&P/ASX Midcap 50 Index - AUD | N/A |
Asset class | ETF | Stock |
Management fee | 0.45 % | N/A |
Price | $40.80 | $5.32 |
Size | $307.898 million | N/A |
10Y return | 107.32 % | N/A |
Annual distribution yield (5Y) | 3.49 % | 4.59 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVE | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 4 |
Median incremental investment | $668.99 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,917.20 | $13,318.62 |
Average age group | > 35 | > 35 |
Pros and Cons
MVE | MOGL | |
|---|---|---|
Pros |
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Cons |
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MVE | MOGL |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |