Compare AU
Compare GOAT vs. GPEQ
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 VanEck Global Listed Private Equity ETF (GPEQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GOAT | GPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 30 |
Median incremental investment | $685.44 | $795.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,610.38 | $1,989.77 |
Average age group | > 35 | > 35 |
Key Summary
GOAT | GPEQ | |
|---|---|---|
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. | GPEQ.AX was created on 2021-11-23 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 39.71m in AUM and 51 holdings. GPEQ.AX gives investors a diversified portfolio of the 50 largest and most liquid global listed private equity companies. GPEQ.AX aims to provide investment returns before fees and other costs which track the performance of the Index. |
Top 3 holdings | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) | Blackstone Inc (9.71 %) Apollo Global Management Inc Class A (9.28 %) KKR & Co Inc Ordinary Shares (9.23 %) |
Top 3 industries | Financials (39.93 %) Industrials (30.38 %) Other (27.20 %) | Financials (100.00 %) |
Top 3 countries | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) | United States (70.14 %) Switzerland (8.64 %) Sweden (6.30 %) |
Management fee | 0.55 % | 0.65 % |
Key Summary
GOAT | GPEQ | |
|---|---|---|
Issuer | VanEck | VanEck |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | LPX 50 Index |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.65 % |
Price | $27.77 | $26.01 |
Size | $41.040 million | $43.162 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.60 % | 1.49 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 24/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GOAT | GPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 30 |
Median incremental investment | $685.44 | $795.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,610.38 | $1,989.77 |
Average age group | > 35 | > 35 |
Pros and Cons
GOAT | GPEQ | |
|---|---|---|
Pros |
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Cons |
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GOAT | GPEQ |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |