Compare AU

Compare GOAT vs. JEGA

Compare shares and ETFs on the ASX that you can trade on Pearler.

Morningstar World ex AUS 'Wide Moat'

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are GOAT and JEGA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

GOAT

JEGA

Popularity

Low

N/A

Pearlers invested

47

0

Median incremental investment

$685.44

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,610.38

$0

Average age group

> 35

N/A


Key Summary

GOAT

JEGA

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.

N/A

Top 3 holdings

U.S. Bancorp (2.59 %)

Gilead Sciences Inc (2.46 %)

Corteva Inc (2.37 %)

Jpm Global Equity Premium Income Complex ETF (100 %)

Top 3 industries

Financials (39.93 %)

Industrials (30.38 %)

Other (27.20 %)

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 %


Key Summary

GOAT

JEGA

Issuer

VanEck

Tracking index

Morningstar Developed Markets ex-Australia Wide Moat Focus Index

Asset class

ETF

Stock

Management fee

0.55 %

0 %

Price

$27.77

$52.34

Size

$43.795 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

2.60 %

0.42 %

Market

ASX

ASX

First listed date

09/09/2020

31/07/2024

Purchase fee

$6.50

$6.50


Community Stats

GOAT

JEGA

Popularity

Low

N/A

Pearlers invested

47

0

Median incremental investment

$685.44

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,610.38

$0

Average age group

> 35

N/A


Pros and Cons

GOAT

JEGA

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

GOAT

JEGA

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher dividend/distribution yield

Lower dividend/distribution yield

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