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Compare AU
Compare QMAX 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 Betashares Nasdaq 100 Yield Maximiser Complex ETF (QMAX) 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
QMAX | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 3 |
Median incremental investment | $893.50 | $295.25 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $6,603.57 | $8,317.44 |
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. | 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 | INVESCO NASDAQ 100 ETF (66.43 %) BETASHARES NASDAQ 100 ETF (32.88 %) USD - UNITED STATES DOLLAR (0.68 %) | Amazon.com Inc (10.15 %) Microsoft Corp (8.98 %) Meta Platforms Inc Class A (8.18 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) |
Top 3 countries | United States (96.17 %) Canada (1.38 %) Netherlands (0.96 %) | United States (88.05 %) China (6.90 %) France (3.09 %) |
Management fee | 0.68 % | 1.32 % |
Key Summary
QMAX | MOGL | |
|---|---|---|
Issuer | BetaShares | Montgomery |
Tracking index | MSCI World Index | |
Asset class | ETF | ETF |
Management fee | 0.68 % | 1.32 % |
Price | $27.63 | $3.84 |
Size | $31.127 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.80 % | 4.68 % |
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 | 15 | 3 |
Median incremental investment | $893.50 | $295.25 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $6,603.57 | $8,317.44 |
Average age group | > 35 | > 35 |
Pros and Cons
QMAX | MOGL | |
|---|---|---|
Pros |
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Cons |
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QMAX | MOGL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |