Compare AU
Compare GOAT vs. ISLM
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 Hejaz Equities Fund (Managed Fund) (ISLM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GOAT | ISLM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 5 |
Median incremental investment | $685.44 | $503.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,610.38 | $1,135.13 |
Average age group | > 35 | 26 - 35 |
Key Summary
GOAT | ISLM | |
|---|---|---|
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. | ISLM.AX was created on 2020-10-17 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements- in the Benchmark over rolling 5 to 7 year timeframe through exposure to a diversified equities portfolio of shariah Compliant investments. |
Top 3 holdings | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) | Taiwan Semiconductor Manufacturing Co Ltd ADR (8.38 %) Pop Mart International Group Ltd Ordinary Shares (7.58 %) Air Products & Chemicals Inc (5.53 %) |
Top 3 industries | Financials (39.93 %) Industrials (30.38 %) Other (27.20 %) | Other (22.46 %) Materials (19.49 %) Information Technology (19.45 %) |
Top 3 countries | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) | United States (39.31 %) Australia (26.55 %) China (10.94 %) |
Management fee | 0.55 % | 1.89 % |
Key Summary
GOAT | ISLM | |
|---|---|---|
Issuer | VanEck | Hejaz |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | MSCI World Islamic |
Asset class | ETF | ETF |
Management fee | 0.55 % | 1.89 % |
Price | $27.77 | $1.125 |
Size | $43.795 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.60 % | - % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 16/10/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GOAT | ISLM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 5 |
Median incremental investment | $685.44 | $503.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,610.38 | $1,135.13 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
GOAT | ISLM | |
|---|---|---|
Pros |
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Cons |
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GOAT | ISLM |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |