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Compare GOAT vs. ERTH

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 Solactive Climate Change Innovation (ERTH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

GOAT

ERTH

Popularity

Low

Low

Pearlers invested

47

372

Median incremental investment

$685.44

$601.32

Median investment frequency

Monthly

Monthly

Median total investment

$2,610.38

$933.24

Average age group

> 35

26 - 35


Key Summary

GOAT

ERTH

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.

ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions.

Top 3 holdings

U.S. Bancorp (2.59 %)

Gilead Sciences Inc (2.46 %)

Corteva Inc (2.37 %)

CIE DE SAINT-GOBAIN (5.14 %)

ECOLAB INC (5.08 %)

DSM-FIRMENICH AG (4.97 %)

Top 3 industries

Financials (39.93 %)

Industrials (30.38 %)

Other (27.20 %)

Other (56.07 %)

Information Technology (10.82 %)

Consumer Discretionary (9.83 %)

Top 3 countries

United States (45.37 %)

Japan (13.24 %)

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

United States (40.06 %)

China (11.65 %)

Denmark (7.67 %)

Management fee

0.55 %

0.55 %


Key Summary

GOAT

ERTH

Issuer

VanEck

BetaShares

Tracking index

Morningstar Developed Markets ex-Australia Wide Moat Focus Index

Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.55 %

0.55 %

Price

$27.77

$9.24

Size

$43.795 million

$98.112 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.60 %

0.58 %

Market

ASX

ASX

First listed date

09/09/2020

10/03/2021

Purchase fee

$6.50

$6.50


Community Stats

GOAT

ERTH

Popularity

Low

Low

Pearlers invested

47

372

Median incremental investment

$685.44

$601.32

Median investment frequency

Monthly

Monthly

Median total investment

$2,610.38

$933.24

Average age group

> 35

26 - 35


Pros and Cons

GOAT

ERTH

Pros

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower distribution yield

GOAT

ERTH

Higher exposure to US market

Lower exposure to US market

Higher distribution yield

Lower distribution yield

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