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Compare XMET vs. MOGL

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

BetaShares Energy Transition Metals ETF

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 Energy Transition Metals ETF (XMET) 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

XMET

MOGL

Popularity

Low

Low

Pearlers invested

29

4

Median incremental investment

$1,007.50

$295.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,086.36

$13,118.34

Average age group

> 35

> 35


Key Summary

XMET

MOGL

Strategy

XMET.AX was created on 2022-10-26 by BetaShares. The fund's investment portfolio concentrates primarily on materials equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Nasdaq Sprott Energy Transition Materials Select Index, before taking into account fees and expenses

N/A

Top 3 holdings

FIRST QUANTUM MINERALS LTD (6.03 %)

WHEATON PRECIOUS METALS CORP (5.85 %)

SOUTHERN COPPER CORP (5.64 %)

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

Top 3 industries

Other (65.48 %)

Materials (34.38 %)

Information Technology (0.14 %)

Communication Services (29.81 %)

Financials (28.90 %)

Information Technology (27.24 %)

Top 3 countries

Canada (36.79 %)

Australia (17.96 %)

United States (17.25 %)

United States (81.43 %)

China (8.13 %)

France (2.82 %)

Management fee

0.69 %

N/A


Key Summary

XMET

MOGL

Issuer

BetaShares

N/A

Tracking index

Nasdaq Sprott Energy Transition Materials Select Index - AUD - Benchmark TR Net

N/A

Asset class

ETF

Stock

Management fee

0.69 %

N/A

Price

$8.23

$5.24

Size

$25.654 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.37 %

4.59 %

Market

ASX

ASX

First listed date

27/10/2022

20/12/2017

Purchase fee

$6.50

$6.50


Community Stats

XMET

MOGL

Popularity

Low

Low

Pearlers invested

29

4

Median incremental investment

$1,007.50

$295.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,086.36

$13,118.34

Average age group

> 35

> 35


Pros and Cons

XMET

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

XMET

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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