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Compare AAA vs. GOAT
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are AAA and GOAT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AAA | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 260 | 74 |
Median incremental investment | $4,993.50 | $823.18 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,010.80 | $1,706.90 |
Average age group | > 35 | > 35 |
Key Summary
AAA | GOAT | |
|---|---|---|
Strategy | AAA.AX was created on 2012-03-06 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide exposure to Australian cash, with attractive and regular incomedistributions that exceed the 30 day Bank Bill Swap Rate (after fees and expenses). | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. |
Top 3 holdings | Betashares Australian High Interest Cash ETF (100 %) | Microsoft Corp (5.21 %) Apple Inc (5.06 %) NVIDIA Corp (4.89 %) |
Top 3 industries | Communication Services (100.00 %) | Consumer Discretionary (29.90 %) Other (20.97 %) Consumer Staples (20.74 %) |
Top 3 countries | United States (39.56 %) Netherlands (13.15 %) Japan (10.20 %) | |
Management fee | 0.18 % | 0.55 % |
Key Summary
AAA | GOAT | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.55 % |
Price | $50.18 | $26.26 |
Size | $5.074 billion | $76.520 million |
10Y return | 0.12 % | N/A |
Annual dividend/ distribution yield (5Y) | 2.55 % | 5.80 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 260 | 74 |
Median incremental investment | $4,993.50 | $823.18 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,010.80 | $1,706.90 |
Average age group | > 35 | > 35 |
Pros and Cons
AAA | GOAT | |
|---|---|---|
Pros |
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Cons |
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AAA | GOAT |
|---|---|
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 |