Compare AU
Compare GOAT vs. IHD
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 S&P/ASX Aussie Dividend Opportunities (IHD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GOAT | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 27 |
Median incremental investment | $685.44 | $644.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,621.66 | $1,350.56 |
Average age group | > 35 | > 35 |
Key Summary
GOAT | IHD | |
|---|---|---|
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. | IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 305.98m in AUM and 51 holdings. 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 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations |
Top 3 holdings | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) | RIO TINTO LTD (9.87 %) FORTESCUE LTD (8.72 %) WESTPAC BANKING CORPORATION CORP (8.18 %) |
Top 3 industries | Financials (39.75 %) Industrials (29.97 %) Other (27.20 %) | Financials (42.51 %) Materials (22.84 %) Industrials (13.44 %) |
Top 3 countries | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) | Australia (99.25 %) New Zealand (0.75 %) |
Management fee | 0.55 % | 0.23 % |
Key Summary
GOAT | IHD | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | S&P/ASX Dividend Opportunities Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.23 % |
Price | $27.89 | $14.68 |
Size | $41.040 million | $313.421 million |
10Y return | N/A | 3.89 % |
Annual distribution yield (5Y) | 2.60 % | 7.42 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GOAT | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 27 |
Median incremental investment | $685.44 | $644.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,621.66 | $1,350.56 |
Average age group | > 35 | > 35 |
Pros and Cons
GOAT | IHD | |
|---|---|---|
Pros |
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Cons |
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GOAT | IHD |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |