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Compare FRGG vs. GOAT

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

Franklin Global Growth Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are FRGG and GOAT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

FRGG

GOAT

Popularity

N/A

Low

Pearlers invested

0

47

Median incremental investment

$0

$689.47

Median investment frequency

N/A

Monthly

Median total investment

$0

$2,597.22

Average age group

N/A

> 35


Key Summary

FRGG

GOAT

Strategy

FRGG.AX was created on 2024-04-15 by Franklin. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the MSCI World ex Australia Index NR, in Australian dollar terms after fees and expenses (but before taxes), over the medium to longer term.

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

Franklin Global Growth Fund (Managed Fund) (100 %)

U.S. Bancorp (2.59 %)

Gilead Sciences Inc (2.46 %)

Corteva Inc (2.37 %)

Top 3 industries

Industrials (40.03 %)

Financials (30.32 %)

Other (27.20 %)

Top 3 countries

United States (45.37 %)

Japan (13.24 %)

United Kingdom of Great Britain and Northern Ireland (10.80 %)

Management fee

0.9 %

0.55 %


Key Summary

FRGG

GOAT

Issuer

Franklin

VanEck

Tracking index

MSCI World ex Australia Index - AUD - Benchmark TR Net

Morningstar Developed Markets ex-Australia Wide Moat Focus Index

Asset class

ETF

ETF

Management fee

0.9 %

0.55 %

Price

$2.57

$27.63

Size

N/A

$42.781 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

1.04 %

2.60 %

Market

ASX

ASX

First listed date

14/04/2024

09/09/2020

Purchase fee

$6.50

$6.50


Community Stats

FRGG

GOAT

Popularity

N/A

Low

Pearlers invested

0

47

Median incremental investment

$0

$689.47

Median investment frequency

N/A

Monthly

Median total investment

$0

$2,597.22

Average age group

N/A

> 35


Pros and Cons

FRGG

GOAT

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

FRGG

GOAT

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower distribution yield

Higher distribution yield

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