Compare AU
Compare AEBD 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the BetaShares Ethical Australian Composite Bond ETF (AEBD) and the VanEck Morningstar International Wide Moat ETF (GOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AEBD | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 45 |
Median incremental investment | $5,000.00 | $689.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,039.10 | $2,696.86 |
Average age group | > 35 | > 35 |
Key Summary
AEBD | GOAT | |
|---|---|---|
Strategy | AEBD.AX was created on 2024-11-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Australian Enhanced Yield Ethically Screened Composite Bond Index, before taking into account 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 | MANITOBA (PROVINCE OF) 4.85% AUG-34 (3.65 %) EUROPEAN INVESTMENT BANK 1.9% FEB-36 (3.46 %) INTER-AMERICAN DEVEL BK 1.0% AUG-28 (3.33 %) | Harmonic Drive Systems Inc (2.94 %) Rheinmetall AG (2.52 %) Julius Baer Gruppe AG (2.29 %) |
Top 3 industries | Industrials (42.83 %) Financials (19.57 %) Other (19.42 %) | |
Top 3 countries | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) | |
Management fee | 0 % | 0.55 % |
Key Summary
AEBD | GOAT | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0 % | 0.55 % |
Price | $50.70 | $28.36 |
Size | N/A | $45.824 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.12 % | 2.60 % |
Market | ASX | ASX |
First listed date | 05/11/2024 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AEBD | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 45 |
Median incremental investment | $5,000.00 | $689.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,039.10 | $2,696.86 |
Average age group | > 35 | > 35 |
Pros and Cons
AEBD | GOAT | |
|---|---|---|
Pros |
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Cons |
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AEBD | GOAT |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |