Compare AU
Compare GOAT vs. IHEB
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 J.P. Morgan USD Emerging Markets Bond (AUD Hedged) (IHEB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GOAT | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 2 |
Median incremental investment | $685.44 | $4,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,610.38 | $20,393.10 |
Average age group | > 35 | > 35 |
Key Summary
GOAT | IHEB | |
|---|---|---|
Strategy | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. 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. | IHEB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The fund aims to provide investors with the performance of the J.P. Morgan EMBI Global Core Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of U.S. dollar denominated fixed and/or floating rate emerging market bonds issued by sovereign and quasi-sovereign entities. |
Top 3 holdings | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) | iShares JP Morgan $ EM Bond ETF USD Dist (101.57 %) |
Top 3 industries | Financials (39.93 %) Industrials (30.38 %) Other (27.20 %) | Other (98.67 %) Communication Services (1.33 %) |
Top 3 countries | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) | |
Management fee | 0.55 % | 0.51 % |
Key Summary
GOAT | IHEB | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | J.P. Morgan EMBI Global Core Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.51 % |
Price | $27.77 | $74.70 |
Size | $43.795 million | $69.612 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.60 % | 5.56 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 09/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GOAT | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 2 |
Median incremental investment | $685.44 | $4,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,610.38 | $20,393.10 |
Average age group | > 35 | > 35 |
Pros and Cons
GOAT | IHEB | |
|---|---|---|
Pros |
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Cons |
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GOAT | IHEB |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |