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Compare GOAT vs. ESGI

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 MSCI Global Sustainable (ESGI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

GOAT

ESGI

Popularity

Low

Medium

Pearlers invested

47

1,227

Median incremental investment

$685.44

$743.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,628.24

$1,918.11

Average age group

> 35

26 - 35


Key Summary

GOAT

ESGI

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.

The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes.

Top 3 holdings

U.S. Bancorp (2.59 %)

Gilead Sciences Inc (2.46 %)

Corteva Inc (2.37 %)

ASML Holding NV (5.16 %)

Novo Nordisk AS Class B (5.00 %)

Adobe Inc (4.71 %)

Top 3 industries

Financials (39.75 %)

Industrials (29.97 %)

Other (27.20 %)

Information Technology (54.21 %)

Health Care (20.75 %)

Other (15.14 %)

Top 3 countries

United States (45.37 %)

Japan (13.24 %)

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

United States (45.82 %)

Japan (9.48 %)

Netherlands (6.76 %)

Management fee

0.55 %

0.55 %


Key Summary

GOAT

ESGI

Issuer

VanEck

VanEck

Tracking index

Morningstar Developed Markets ex-Australia Wide Moat Focus Index

MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD

Asset class

ETF

ETF

Management fee

0.55 %

0.55 %

Price

$27.96

$37.52

Size

$41.040 million

$202.822 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.60 %

3.26 %

Market

ASX

ASX

First listed date

09/09/2020

08/03/2018

Purchase fee

$6.50

$6.50


Community Stats

GOAT

ESGI

Popularity

Low

Medium

Pearlers invested

47

1,227

Median incremental investment

$685.44

$743.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,628.24

$1,918.11

Average age group

> 35

26 - 35


Pros and Cons

GOAT

ESGI

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

GOAT

ESGI

Lower exposure to US market

Higher exposure to US market

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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