Compare AU
Compare FUTR 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 Janus Henderson Global Sustainable Eq Active ETF (FUTR) 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
FUTR | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 47 |
Median incremental investment | $503.39 | $689.47 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,465.32 | $2,597.22 |
Average age group | > 35 | > 35 |
Key Summary
FUTR | GOAT | |
|---|---|---|
Strategy | FUTR.AX was created on 2021-09-01 by Janus Henderson. The fund's investment portfolio concentrates primarily on total market equity. The Fund seeks to provide capital growth over the long term and to achieve a total return after fees that exceeds the total return of the Benchmark (MSCI World Index (net dividends reinvested) in AUD), over rolling five year periods | 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 | Microsoft Corp (5.66 %) NVIDIA Corp (4.22 %) Schneider Electric SE (3.33 %) | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) |
Top 3 industries | Industrials (35.37 %) Information Technology (30.29 %) Financials (17.04 %) | Industrials (40.03 %) Financials (30.32 %) Other (27.20 %) |
Top 3 countries | United States (63.63 %) France (7.69 %) Canada (6.06 %) | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) |
Management fee | 0.8 % | 0.55 % |
Key Summary
FUTR | GOAT | |
|---|---|---|
Issuer | Janus Henderson | VanEck |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.55 % |
Price | $35.99 | $27.63 |
Size | N/A | $42.781 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.42 % | 2.60 % |
Market | ASX | ASX |
First listed date | 21/09/2021 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FUTR | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 47 |
Median incremental investment | $503.39 | $689.47 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,465.32 | $2,597.22 |
Average age group | > 35 | > 35 |
Pros and Cons
FUTR | GOAT | |
|---|---|---|
Pros |
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Cons |
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FUTR | GOAT |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |