Compare AU

Compare QMAX vs. MOGL

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Nasdaq 100 Yield Max (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 BetaShares Nasdaq 100 Yield Max (Managed Fund) (QMAX) 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

QMAX

MOGL

Popularity

Low

Low

Pearlers invested

4

4

Median incremental investment

$1,993.50

$295.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$10,574.08

$13,118.34

Average age group

> 35

> 35


Key Summary

QMAX

MOGL

Strategy

QMAX.AX was created on 2022-10-04 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. QMAX.AX aims to provide regular income along with exposure to a portfolio of the top 100 companies listed on the Nasdaq stock market.

N/A

Top 3 holdings

NDX UL 07/19/24 C20280 (0 %)

NDX UL 07/19/24 C20275 (0 %)

NDX UL 07/19/24 C20325 (0 %)

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.00 %)

Communication Services (29.81 %)

Financials (28.90 %)

Information Technology (27.24 %)

Top 3 countries

United States (97.16 %)

Netherlands (0.95 %)

Brazil (0.69 %)

United States (81.43 %)

China (8.13 %)

France (2.82 %)

Management fee

0.68 %

N/A


Key Summary

QMAX

MOGL

Issuer

BetaShares

N/A

Tracking index

N/A

Asset class

ETF

Stock

Management fee

0.68 %

N/A

Price

$30.19

$5.22

Size

$20.218 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.69 %

4.59 %

Market

ASX

ASX

First listed date

06/10/2022

20/12/2017

Purchase fee

$6.50

$6.50


Community Stats

QMAX

MOGL

Popularity

Low

Low

Pearlers invested

4

4

Median incremental investment

$1,993.50

$295.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$10,574.08

$13,118.34

Average age group

> 35

> 35


Pros and Cons

QMAX

MOGL

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Lower price growth

  • Lower dividend/distribution yield

  • Exposure to 1 market and 1 sector only

QMAX

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

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