Compare AU
Compare GOAT vs. IGB
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 Bloomberg AusBond Treasury (IGB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GOAT | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 3 |
Median incremental investment | $685.44 | $821.37 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,628.24 | $2,272.40 |
Average age group | > 35 | 26 - 35 |
Key Summary
GOAT | IGB | |
|---|---|---|
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. | IGB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury. |
Top 3 holdings | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) | AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %) |
Top 3 industries | Financials (39.75 %) Industrials (29.97 %) Other (27.20 %) | Other (99.83 %) Communication Services (0.17 %) |
Top 3 countries | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) | |
Management fee | 0.55 % | 0.26 % |
Key Summary
GOAT | IGB | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | Bloomberg AusBond Treasury (0+Y) |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.26 % |
Price | $27.89 | $98.59 |
Size | $41.040 million | $366.621 million |
10Y return | N/A | -6.68 % |
Annual distribution yield (5Y) | 2.60 % | 1.75 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GOAT | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 3 |
Median incremental investment | $685.44 | $821.37 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,628.24 | $2,272.40 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
GOAT | IGB | |
|---|---|---|
Pros |
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Cons |
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GOAT | IGB |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |