Compare AU
Compare EX20 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 Australian Ex-20 Portfolio Diversifier ETF (EX20) 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
EX20 | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 47 |
Median incremental investment | $1,993.50 | $689.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,584.46 | $2,597.22 |
Average age group | > 35 | > 35 |
Key Summary
EX20 | GOAT | |
|---|---|---|
Strategy | EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation. | 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 | SUNCORP GROUP LTD (2.54 %) COCHLEAR LTD (2.45 %) BRAMBLES LTD (2.39 %) | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) |
Top 3 industries | Materials (16.44 %) Financials (13.89 %) Industrials (13.22 %) | Industrials (40.03 %) Financials (30.32 %) Other (27.20 %) |
Top 3 countries | Australia (89.38 %) United States (5.50 %) New Zealand (3.83 %) | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) |
Management fee | 0.25 % | 0.55 % |
Key Summary
EX20 | GOAT | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Nasdaq Australia Completion Cap Index - AUD | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.55 % |
Price | $21.79 | $27.63 |
Size | $370.934 million | $42.781 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.56 % | 2.60 % |
Market | ASX | ASX |
First listed date | 07/10/2016 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EX20 | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 47 |
Median incremental investment | $1,993.50 | $689.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,584.46 | $2,597.22 |
Average age group | > 35 | > 35 |
Pros and Cons
EX20 | GOAT | |
|---|---|---|
Pros |
|
|
Cons |
|
|
EX20 | GOAT |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |