Compare AU
Compare GOAT vs. IZZ
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 FTSE China 50 (IZZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GOAT | IZZ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 31 |
Median incremental investment | $685.44 | $2,600.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,610.38 | $3,931.20 |
Average age group | > 35 | > 35 |
Key Summary
GOAT | IZZ | |
---|---|---|
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. | IZZ.AX was created on 2004-10-05 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the FTSE China 50 Index, before fees and expenses. The index is designed to measure the performance of 50 of the largest and most liquid Chinese companies which trade on the Hong Kong Stock Exchange |
Top 3 holdings | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) | MEITUAN (10.47 %) ALIBABA GROUP HOLDING LTD (8.86 %) TENCENT HOLDINGS LTD (8.29 %) |
Top 3 industries | Financials (39.93 %) Industrials (30.38 %) Other (27.20 %) | Other (58.33 %) Consumer Discretionary (21.66 %) Communication Services (10.44 %) |
Top 3 countries | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) | China (100.00 %) |
Management fee | 0.55 % | 0.74 % |
Key Summary
GOAT | IZZ | |
---|---|---|
Issuer | VanEck | iShares |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | FTSE China 50 Net Tax USD Index |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.74 % |
Price | $27.77 | $49.14 |
Size | $43.795 million | $328.312 million |
10Y return | N/A | 2.23 % |
Annual distribution yield (5Y) | 2.60 % | 1.97 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 15/11/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GOAT | IZZ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 31 |
Median incremental investment | $685.44 | $2,600.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,610.38 | $3,931.20 |
Average age group | > 35 | > 35 |
Pros and Cons
GOAT | IZZ | |
---|---|---|
Pros |
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Cons |
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GOAT | IZZ |
---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |