Compare AU
Compare GOAT vs. EIGA
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 Morningstar World ex AUS 'Wide Moat' (GOAT) and the Aussie Dividends (EIGA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GOAT | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 62 |
Median incremental investment | $685.44 | $599.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,610.38 | $1,505.43 |
Average age group | > 35 | > 35 |
Key Summary
GOAT | EIGA | |
|---|---|---|
Strategy | 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. | EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt). |
Top 3 holdings | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) | BHP Group Ltd (13.12 %) Commonwealth Bank of Australia (6.19 %) CSL Ltd (6.01 %) |
Top 3 industries | Financials (39.93 %) Industrials (30.38 %) Other (27.20 %) | Materials (36.73 %) Financials (26.98 %) Health Care (10.75 %) |
Top 3 countries | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) | Australia (97.92 %) United States (2.08 %) |
Management fee | 0.55 % | 0.8 % |
Key Summary
GOAT | EIGA | |
|---|---|---|
Issuer | VanEck | Perennial |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.8 % |
Price | $27.77 | $3.89 |
Size | $43.795 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.60 % | 6.44 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 07/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GOAT | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 62 |
Median incremental investment | $685.44 | $599.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,610.38 | $1,505.43 |
Average age group | > 35 | > 35 |
Pros and Cons
GOAT | EIGA | |
|---|---|---|
Pros |
|
|
Cons |
|
|
GOAT | EIGA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |