Compare AU

Compare GOAT vs. GGFD

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 BetaShares Geared Long Us Tr Bond Ch (Hedge Fund) (GGFD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

GOAT

GGFD

Popularity

Low

Low

Pearlers invested

47

1

Median incremental investment

$685.44

$4,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,621.66

$473.52

Average age group

> 35

26 - 35


Key Summary

GOAT

GGFD

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.

GGFD.AX was created on 2023-12-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. Betashares Geared Long U.S. Treasury Bond Fund Currency Hedged (hedge fund) offers geared exposure to the returns of 10-year US Treasury Bonds, hedged for currency exposure

Top 3 holdings

U.S. Bancorp (2.59 %)

Gilead Sciences Inc (2.46 %)

Corteva Inc (2.37 %)

US 10YR ULTRA FUT SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (105.83 %)

USD - UNITED STATES DOLLAR (-5.83 %)

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 %

0.99 %


Key Summary

GOAT

GGFD

Issuer

VanEck

BetaShares

Tracking index

Morningstar Developed Markets ex-Australia Wide Moat Focus Index

Asset class

ETF

ETF

Management fee

0.55 %

0.99 %

Price

$27.79

$19.63

Size

$41.040 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.60 %

- %

Market

ASX

ASX

First listed date

09/09/2020

05/12/2023

Purchase fee

$6.50

$6.50


Community Stats

GOAT

GGFD

Popularity

Low

Low

Pearlers invested

47

1

Median incremental investment

$685.44

$4,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,621.66

$473.52

Average age group

> 35

26 - 35


Pros and Cons

GOAT

GGFD

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

GOAT

GGFD

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield

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