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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 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
ZYUS | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 84 | 3 |
Median incremental investment | $684.60 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,085.98 | $8,642.34 |
Average age group | > 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 | 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 | Conagra Brands Inc (3.29 %) Verizon Communications Inc (3.26 %) Altria Group Inc (3.07 %) | Microsoft Corp (11.24 %) Amazon.com Inc (11.07 %) KKR & Co Inc Ordinary Shares (8.66 %) |
Top 3 industries | Consumer Staples (32.40 %) Real Estate (29.02 %) Energy (20.31 %) | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) |
Top 3 countries | United States (97.95 %) United Kingdom of Great Britain and Northern Ireland (2.05 %) | United States (88.05 %) China (6.90 %) France (3.09 %) |
Management fee | 0.35 % | 1.32 % |
Key Summary
ZYUS | MOGL | |
|---|---|---|
Issuer | ETFS | Montgomery |
Tracking index | S&P 500 Low Volatility High Dividend Index | MSCI World Index |
Asset class | ETF | ETF |
Management fee | 0.35 % | 1.32 % |
Price | $14.57 | $3.99 |
Size | $75.808 million | N/A |
10Y return | 28.14 % | N/A |
Annual distribution yield (5Y) | 4.55 % | 4.68 % |
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 | 3 |
Median incremental investment | $684.60 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,085.98 | $8,642.34 |
Average age group | > 35 | > 35 |
Pros and Cons
ZYUS | MOGL | |
|---|---|---|
Pros |
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Cons |
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ZYUS | 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 |