Compare AU
Compare ALFA 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 ALFA and GOAT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ALFA | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 47 |
Median incremental investment | $1,023.00 | $693.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,347.34 | $2,333.25 |
Average age group | > 35 | > 35 |
Key Summary
ALFA | GOAT | |
|---|---|---|
Strategy | ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved. | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 51.25m in AUM and 65 holdings. 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 | VanEck Australian Long Short Complex ETF (100 %) | Allegro.EU SA Ordinary Shares (2.48 %) Anheuser-Busch InBev SA/NV (2.41 %) Huntington Ingalls Industries Inc (2.40 %) |
Top 3 industries | Consumer Staples (39.30 %) Industrials (21.59 %) 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 | 0.39 % | 0.55 % |
Key Summary
ALFA | GOAT | |
|---|---|---|
Issuer | VanEck | VanEck |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.55 % |
Price | $20.54 | $27.79 |
Size | $9.154 million | $50.984 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 2.60 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 47 |
Median incremental investment | $1,023.00 | $693.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,347.34 | $2,333.25 |
Average age group | > 35 | > 35 |
Pros and Cons
ALFA | GOAT | |
|---|---|---|
Pros |
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Cons |
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ALFA | GOAT |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |