Compare AU

Compare EX20 vs. GOAT

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Australian Ex-20 Portfolio Diversifier ETF

ASX

Buy

Buy

Overview
Performance

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

48

Median incremental investment

$1,993.50

$684.85

Median investment frequency

Monthly

Monthly

Median total investment

$2,295.68

$2,807.36

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. The ETF currently has 344.55m in AUM and 180 holdings. 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. The ETF currently has 41.83m in AUM and 63 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

SUNCORP GROUP LTD (2.54 %)

COCHLEAR LTD (2.45 %)

BRAMBLES LTD (2.39 %)

Gilead Sciences Inc (2.61 %)

TransUnion (2.43 %)

U.S. Bancorp (2.36 %)

Top 3 industries

Materials (16.44 %)

Financials (13.89 %)

Industrials (13.22 %)

Financials (40.09 %)

Other (27.20 %)

Consumer Staples (19.12 %)

Top 3 countries

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

$21.78

$26.71

Size

$344.968 million

$42.444 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

48

Median incremental investment

$1,993.50

$684.85

Median investment frequency

Monthly

Monthly

Median total investment

$2,295.68

$2,807.36

Average age group

> 35

> 35


Pros and Cons

EX20

GOAT

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

EX20

GOAT

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

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