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Compare VTS 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 Vanguard US Total Market Shares Index ETF (VTS) 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
VTS | MOGL | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,410 | 3 |
Median incremental investment | $1,300.00 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,699.43 | $8,534.04 |
Average age group | > 35 | > 35 |
Key Summary
VTS | MOGL | |
|---|---|---|
Strategy | Vanguard U.S. Total Market Shares Index ETF (ASX: VTS) seeks to track the performance of the CRSP US Total Market Index before account fees, expenses and taxes. The index tracks the large, mid, small and micro-cap stocks on the US stock market, thus representing nearly 100% of the investable US 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 | Apple Inc. (5.56 %) Microsoft Corp. (4.68 %) Amazon.com Inc. (2.06 %) | Amazon.com Inc (11.25 %) Microsoft Corp (9.12 %) Alphabet Inc Class A (8.25 %) |
Top 3 industries | Information Technology (25.02 %) Health Care (15.04 %) Financials (10.84 %) | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) |
Top 3 countries | United States (99.42 %) Switzerland (0.22 %) Canada (0.10 %) | United States (88.05 %) China (6.90 %) France (3.09 %) |
Management fee | 0.03 % | 1.32 % |
Key Summary
VTS | MOGL | |
|---|---|---|
Issuer | Vanguard | Montgomery |
Tracking index | CRSP U.S. Total Market Index - AUD | MSCI World Index |
Asset class | ETF | ETF |
Management fee | 0.03 % | 1.32 % |
Price | $516.50 | $3.93 |
Size | $665.039 billion | N/A |
10Y return | 252.92 % | N/A |
Annual distribution yield (5Y) | 1.16 % | 4.68 % |
Market | ASX | ASX |
First listed date | 08/05/2009 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VTS | MOGL | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,410 | 3 |
Median incremental investment | $1,300.00 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,699.43 | $8,534.04 |
Average age group | > 35 | > 35 |
Pros and Cons
VTS | MOGL | |
|---|---|---|
Pros |
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Cons |
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VTS | 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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |