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Compare SLF 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 State Street SPDR S&P/ASX 200 Listed Property ETF (SLF) 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
SLF | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 35 | 3 |
Median incremental investment | $1,000.00 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,179.72 | $9,768.66 |
Average age group | > 35 | > 35 |
Key Summary
SLF | MOGL | |
|---|---|---|
Strategy | SLF.AX was created on 2002-02-15 by SPDR. The fund's investment portfolio concentrates primarily on real estate equity. The ETF currently has 540.4m in AUM and 22 holdings. The Investment Objective of State Street SPDR S&P/ASX 200 Listed Property ETF is to match the performance of its Index before fees and other costs. | 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 | Goodman Group (36.19 %) Scentre Group (12.64 %) Stockland Corp Ltd (7.68 %) | Microsoft Corp (11.24 %) Amazon.com Inc (11.07 %) KKR & Co Inc Ordinary Shares (8.66 %) |
Top 3 industries | Real Estate (97.80 %) Other (2.20 %) | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) |
Top 3 countries | Australia (100.00 %) | United States (81.43 %) China (8.13 %) France (2.82 %) |
Management fee | 0.16 % | 1.32 % |
Key Summary
SLF | MOGL | |
|---|---|---|
Issuer | SPDR | Montgomery |
Tracking index | S&P/ASX 200 A-REIT Index - AUD | MSCI World Index |
Asset class | ETF | ETF |
Management fee | 0.16 % | 1.32 % |
Price | $13.56 | $4.51 |
Size | $542.720 million | N/A |
10Y return | 13.47 % | N/A |
Annual distribution yield (5Y) | 5.80 % | 4.68 % |
Market | ASX | ASX |
First listed date | 18/02/2002 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SLF | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 35 | 3 |
Median incremental investment | $1,000.00 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,179.72 | $9,768.66 |
Average age group | > 35 | > 35 |
Pros and Cons
SLF | MOGL | |
|---|---|---|
Pros |
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Cons |
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SLF | 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 |
Higher distribution yield | Lower distribution yield |