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Compare AU
Compare MVW 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 VanEck Australian Equal Weight ETF (MVW) and the Montaka Global Fund - Active ETF (MOGL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVW | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 261 | 3 |
Median incremental investment | $845.67 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,539.60 | $10,071.90 |
Average age group | > 35 | > 35 |
Key Summary
MVW | MOGL | |
|---|---|---|
Strategy | The fund seeks to track the performance of the MVIS Australia Equal Weight Index before additional 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 | BlueScope Steel Ltd (1.68 %) Lynas Rare Earths Ltd (1.55 %) South32 Ltd (1.55 %) | Microsoft Corp (11.24 %) Amazon.com Inc (11.07 %) KKR & Co Inc Ordinary Shares (8.66 %) |
Top 3 industries | Materials (32.40 %) Energy (30.06 %) Consumer Staples (19.56 %) | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) |
Top 3 countries | Australia (97.03 %) United States (2.97 %) | United States (81.43 %) China (8.13 %) France (2.82 %) |
Management fee | 0.35 % | 1.32 % |
Key Summary
MVW | MOGL | |
|---|---|---|
Issuer | VanEck | Montgomery |
Tracking index | MVIS Australia Equal Weight Index - AUD | MSCI World Index |
Asset class | ETF | ETF |
Management fee | 0.35 % | 1.32 % |
Price | $38.63 | $4.65 |
Size | $3.252 billion | N/A |
10Y return | 95.40 % | N/A |
Annual distribution yield (5Y) | 3.74 % | 4.68 % |
Market | ASX | ASX |
First listed date | 06/03/2014 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVW | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 261 | 3 |
Median incremental investment | $845.67 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,539.60 | $10,071.90 |
Average age group | > 35 | > 35 |
Pros and Cons
MVW | MOGL | |
|---|---|---|
Pros |
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Cons |
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MVW | 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 |