Compare AU

Compare GOAT vs. DRUG

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

Morningstar World ex AUS 'Wide Moat'

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 Morningstar World ex AUS 'Wide Moat' (GOAT) and the BetaShares Global Healthcare ETF - Currency Hedged (DRUG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

GOAT

DRUG

Popularity

Low

Low

Pearlers invested

47

63

Median incremental investment

$685.44

$967.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,628.24

$1,921.92

Average age group

> 35

26 - 35


Key Summary

GOAT

DRUG

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 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.

DRUG.AX was created on 2016-08-04 by BetaShares. The fund's investment portfolio concentrates primarily on health care equity. DRUG.AX aims to track the performance of an index (before fees and expenses) that comprises the largest global healthcare companies (ex-Australia), hedged into Australian dollars.

Top 3 holdings

U.S. Bancorp (2.59 %)

Gilead Sciences Inc (2.46 %)

Corteva Inc (2.37 %)

CHF - SWISS FRANC (0 %)

AUD - AUSTRALIA DOLLAR (0 %)

DKK - DANISH KRONE (0 %)

Top 3 industries

Financials (39.75 %)

Industrials (29.97 %)

Other (27.20 %)

Other (75.53 %)

Communication Services (33.53 %)

Health Care (24.47 %)

Top 3 countries

United States (45.37 %)

Japan (13.24 %)

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

United States (71.71 %)

Switzerland (8.14 %)

Denmark (6.30 %)

Management fee

0.55 %

0.57 %


Key Summary

GOAT

DRUG

Issuer

VanEck

BetaShares

Tracking index

Morningstar Developed Markets ex-Australia Wide Moat Focus Index

Nasdaq Global ex-Australia Healthcare Hedged AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.55 %

0.57 %

Price

$27.89

$8.25

Size

$41.040 million

$182.401 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.60 %

1.90 %

Market

ASX

ASX

First listed date

09/09/2020

08/08/2016

Purchase fee

$6.50

$6.50


Community Stats

GOAT

DRUG

Popularity

Low

Low

Pearlers invested

47

63

Median incremental investment

$685.44

$967.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,628.24

$1,921.92

Average age group

> 35

26 - 35


Pros and Cons

GOAT

DRUG

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

GOAT

DRUG

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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