Back
Compare AU
Compare CETF 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 VanEck FTSE China A50 ETF (CETF) 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
CETF | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 41 | 3 |
Median incremental investment | $1,000.00 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,050.60 | $8,165.82 |
Average age group | > 35 | > 35 |
Key Summary
CETF | MOGL | |
|---|---|---|
Strategy | CETF.AX was created on 2015-06-26 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund seeks to provide investors with access to a portfolio of the 50 largest companies in the mainland Chinese 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 | Kweichow Moutai Co Ltd Class A (9.26 %) Contemporary Amperex Technology Co Ltd Class A (9.01 %) China Merchants Bank Co Ltd Class A (4.14 %) | Amazon.com Inc (9.66 %) Microsoft Corp (8.89 %) Meta Platforms Inc Class A (8.02 %) |
Top 3 industries | Financials (34.11 %) Consumer Staples (28.51 %) Other (22.20 %) | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) |
Top 3 countries | China (98.90 %) Hong Kong (0.94 %) United States (0.16 %) | United States (88.05 %) China (6.90 %) France (3.09 %) |
Management fee | 0.6 % | 1.32 % |
Key Summary
CETF | MOGL | |
|---|---|---|
Issuer | VanEck | Montgomery |
Tracking index | FTSE China A50 Index - CNY | MSCI World Index |
Asset class | ETF | ETF |
Management fee | 0.6 % | 1.32 % |
Price | $61.80 | $3.77 |
Size | $34.999 million | N/A |
10Y return | 20.63 % | N/A |
Annual distribution yield (5Y) | 2.01 % | 4.68 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CETF | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 41 | 3 |
Median incremental investment | $1,000.00 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,050.60 | $8,165.82 |
Average age group | > 35 | > 35 |
Pros and Cons
CETF | MOGL | |
|---|---|---|
Pros |
|
|
Cons |
|
|
CETF | MOGL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |