Compare AU
Compare BNKS 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 Global Banks Currency Hedged ETF (BNKS) and the Morningstar World ex AUS 'Wide Moat' (GOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BNKS | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 46 |
Median incremental investment | $1,020.31 | $689.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,927.78 | $2,935.01 |
Average age group | > 35 | > 35 |
Key Summary
BNKS | GOAT | |
|---|---|---|
Strategy | BNKS.AX was created on 2016-07-28 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. BNKS.AX aims to track the performance of an index (before fees and expenses) that comprises the largest global banks (ex-Australia), hedged into Australian dollars. | 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 | BRL - BRAZILIAN REAL (0 %) AUD - AUSTRALIA DOLLAR (0 %) CAD - CANADA DOLLAR (0 %) | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) |
Top 3 industries | Other (84.74 %) Communication Services (33.49 %) Financials (12.05 %) | Industrials (45.45 %) Other (19.42 %) Health Care (17.40 %) |
Top 3 countries | United States (34.16 %) Canada (15.63 %) Japan (8.37 %) | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) |
Management fee | 0.57 % | 0.55 % |
Key Summary
BNKS | GOAT | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Nasdaq Global ex-Australia Banks Hedged AUD Index - AUD | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.57 % | 0.55 % |
Price | $8.46 | $27.82 |
Size | $67.973 million | $46.055 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.50 % | 2.60 % |
Market | ASX | ASX |
First listed date | 01/08/2016 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BNKS | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 46 |
Median incremental investment | $1,020.31 | $689.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,927.78 | $2,935.01 |
Average age group | > 35 | > 35 |
Pros and Cons
BNKS | GOAT | |
|---|---|---|
Pros |
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Cons |
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BNKS | GOAT |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |