Compare AU
Compare ZYUS 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 Global X S&P 500 High Yield Low Volatility ETF (ZYUS) and the Montaka Gbl Long Only Equities Fund (Managed Fund) (MOGL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ZYUS | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 84 | 4 |
Median incremental investment | $634.25 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,840.92 | $12,918.06 |
Average age group | 26 - 35 | > 35 |
Key Summary
ZYUS | MOGL | |
|---|---|---|
Strategy | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index | N/A |
Top 3 holdings | Altria Group Inc (3.09 %) Kinder Morgan Inc Class P (2.97 %) Bristol-Myers Squibb Co (2.90 %) | KKR & Co Inc Ordinary Shares (10.52 %) Amazon.com Inc (10.23 %) Blackstone Inc (9.48 %) |
Top 3 industries | Real Estate (27.20 %) Communication Services (20.83 %) Consumer Staples (20.54 %) | Financials (29.48 %) Information Technology (27.35 %) Communication Services (22.15 %) |
Top 3 countries | United States (97.74 %) United Kingdom of Great Britain and Northern Ireland (2.26 %) | United States (81.43 %) China (8.13 %) France (2.82 %) |
Management fee | 0.35 % | N/A |
Key Summary
ZYUS | MOGL | |
|---|---|---|
Issuer | ETFS | N/A |
Tracking index | S&P 500 Low Volatility High Dividend Index | N/A |
Asset class | ETF | Stock |
Management fee | 0.35 % | N/A |
Price | $15.87 | $5.16 |
Size | $77.650 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.97 % | 4.59 % |
Market | ASX | ASX |
First listed date | 12/06/2015 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ZYUS | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 84 | 4 |
Median incremental investment | $634.25 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,840.92 | $12,918.06 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ZYUS | MOGL | |
|---|---|---|
Pros |
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Cons |
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ZYUS | MOGL |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower price growth | Higher price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |