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Compare GOAT vs. BGBL
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 VanEck Morningstar International Wide Moat ETF (GOAT) and the Betashares Global Shares ETF (BGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GOAT | BGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 56 | 989 |
Median incremental investment | $750.00 | $2,014.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,698.44 | $8,185.83 |
Average age group | > 35 | 26 - 35 |
Key Summary
GOAT | BGBL | |
|---|---|---|
Strategy | 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 61.04m in AUM and 68 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. | BGBL.AX was created on 2023-05-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 4416.83m in AUM and 1186 holdings. The investment objective of the Betashares Global Shares ETF is to provide an investment return that aims to track the performance of the Solactive GBS Developed Markets ex Australia Large & Mid Cap Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Murata Manufacturing Co Ltd (3.23 %) NXP Semiconductors NV (2.82 %) Etsy Inc (2.74 %) | MSCI WORLD INDEX SEP26 (0 %) NVIDIA CORP (5.66 %) APPLE INC (4.91 %) |
Top 3 industries | Consumer Discretionary (29.90 %) Other (20.97 %) Consumer Staples (20.74 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | United States (39.56 %) Netherlands (13.15 %) Japan (10.20 %) | United States (72.14 %) Japan (6.29 %) United Kingdom of Great Britain and Northern Ireland (3.69 %) |
Management fee | 0.55 % | 0.08 % |
Key Summary
GOAT | BGBL | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.08 % |
Price | $27.12 | $84.60 |
Size | $60.851 million | $4.463 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.84 % | 1.03 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 10/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GOAT | BGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 56 | 989 |
Median incremental investment | $750.00 | $2,014.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,698.44 | $8,185.83 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
GOAT | BGBL | |
|---|---|---|
Pros |
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Cons |
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GOAT | BGBL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |