Compare AU
Compare SPY 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 SPDR S&P 500 ETF Trust (SPY) 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
SPY | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 210 | 4 |
Median incremental investment | $1,192.00 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,841.39 | $13,068.27 |
Average age group | 26 - 35 | > 35 |
Key Summary
SPY | MOGL | |
|---|---|---|
Strategy | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index (the Index). | N/A |
Top 3 holdings | Apple Inc (7.00 %) NVIDIA Corp (6.60 %) Microsoft Corp (6.23 %) | KKR & Co Inc Ordinary Shares (10.52 %) Amazon.com Inc (10.23 %) Blackstone Inc (9.48 %) |
Top 3 industries | Information Technology (61.49 %) Consumer Discretionary (16.26 %) Communication Services (12.67 %) | Communication Services (29.81 %) Financials (28.90 %) Information Technology (27.24 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) | United States (81.43 %) China (8.13 %) France (2.82 %) |
Management fee | 0.0945 % | N/A |
Key Summary
SPY | MOGL | |
|---|---|---|
Issuer | SPDR | N/A |
Tracking index | S&P 500 | N/A |
Asset class | ETF | Stock |
Management fee | 0.0945 % | N/A |
Price | $946.68 | $5.26 |
Size | $958.570 billion | N/A |
10Y return | 286.56 % | N/A |
Annual distribution yield (5Y) | 1.31 % | 4.59 % |
Market | ASX | ASX |
First listed date | 13/10/2014 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SPY | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 210 | 4 |
Median incremental investment | $1,192.00 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,841.39 | $13,068.27 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SPY | MOGL | |
|---|---|---|
Pros |
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Cons |
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SPY | MOGL |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |