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Compare GOAT vs. ESGI
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 VanEck Morningstar International Wide Moat ETF (GOAT) and the VanEck MSCI International Sustainable Equity ETF (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 | 52 | 1,273 |
Median incremental investment | $701.24 | $750.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,790.36 | $2,123.25 |
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 60.14m in AUM and 67 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 | Elekta AB Class B (2.37 %) Novo Nordisk AS Class B (2.24 %) Thales (2.22 %) | ASML Holding NV (5.92 %) Applied Materials Inc (4.14 %) Intuit Inc (3.00 %) |
Top 3 industries | Consumer Discretionary (29.90 %) Other (20.97 %) Consumer Staples (20.74 %) | Information Technology (68.85 %) Financials (20.56 %) Other (16.69 %) |
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 | $30.29 | $36.90 |
Size | $61.870 million | $244.244 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.84 % | 4.24 % |
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 | 52 | 1,273 |
Median incremental investment | $701.24 | $750.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,790.36 | $2,123.25 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
GOAT | ESGI | |
|---|---|---|
Pros |
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Cons |
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GOAT | ESGI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |