Compare AU

Compare ZYUS vs. MOGL

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

S&P 500 US Dividends & Low Volatility

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 S&P 500 US Dividends & Low Volatility (ZYUS) 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

ZYUS

MOGL

Popularity

Low

Low

Pearlers invested

85

4

Median incremental investment

$625.00

$295.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,762.75

$13,118.34

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 (3.12 %)

Kinder Morgan Inc Class P (3.01 %)

Bristol-Myers Squibb Co (2.86 %)

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

Top 3 industries

Real Estate (27.46 %)

Energy (20.66 %)

Communication Services (20.55 %)

Communication Services (29.81 %)

Financials (28.90 %)

Information Technology (27.24 %)

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

$16.02

$5.24

Size

$76.381 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.81 %

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

85

4

Median incremental investment

$625.00

$295.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,762.75

$13,118.34

Average age group

26 - 35

> 35


Pros and Cons

ZYUS

MOGL

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

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

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