Compare AU

Compare GOAT vs. EBND

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, shares and ETFs are a popular choice. Two options in the ASX are GOAT and EBND. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

GOAT

EBND

Popularity

Low

Low

Pearlers invested

47

12

Median incremental investment

$685.44

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,621.66

$1,516.11

Average age group

> 35

> 35


Key Summary

GOAT

EBND

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.

EBND.AX was created on 2020-02-11 by VanEck. The fund's investment portfolio concentrates primarily on broad credit fixed income. EBND.AX aims to provide investors with a globally diversified portfolio of bonds and currencies in emerging markets. The fund aims to provide total investment returns, measured over the medium to long term in excess of the Benchmark

Top 3 holdings

U.S. Bancorp (2.59 %)

Gilead Sciences Inc (2.46 %)

Corteva Inc (2.37 %)

J.P. Morgan Emerging Markets Bonds (50/50 hedged) (100 %)

Top 3 industries

Financials (39.75 %)

Industrials (29.97 %)

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

0.55 %

0.95 %


Key Summary

GOAT

EBND

Issuer

VanEck

VanEck

Tracking index

Morningstar Developed Markets ex-Australia Wide Moat Focus Index

Asset class

ETF

ETF

Management fee

0.55 %

0.95 %

Price

$27.89

$10.42

Size

$41.040 million

$170.273 million

10Y return

N/A

N/A

Annual distribution/โ€Šdividend yield (5Y)

2.60 %

5.17 %

Market

ASX

ASX

First listed date

09/09/2020

13/02/2020

Purchase fee

$6.50

$6.50


Community Stats

GOAT

EBND

Popularity

Low

Low

Pearlers invested

47

12

Median incremental investment

$685.44

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,621.66

$1,516.11

Average age group

> 35

> 35


Pros and Cons

GOAT

EBND

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

GOAT

EBND

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower distribution yield

Higher distribution yield

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