Compare AU

Compare GOAT vs. MOGL

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, 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 Montgomery Global Investment Portfolio (MOGL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

GOAT

MOGL

Popularity

Low

Low

Pearlers invested

47

4

Median incremental investment

$685.44

$295.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,610.38

$13,318.62

Average age group

> 35

> 35


Key Summary

GOAT

MOGL

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 %)

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

Top 3 industries

Financials (39.93 %)

Industrials (30.38 %)

Other (27.20 %)

Financials (29.48 %)

Information Technology (27.35 %)

Communication Services (22.15 %)

Top 3 countries

United States (45.37 %)

Japan (13.24 %)

United Kingdom of Great Britain and Northern Ireland (10.80 %)

United States (81.43 %)

China (8.13 %)

France (2.82 %)

Management fee

0.55 %

N/A


Key Summary

GOAT

MOGL

Issuer

VanEck

N/A

Tracking index

Morningstar Developed Markets ex-Australia Wide Moat Focus Index

N/A

Asset class

ETF

Stock

Management fee

0.55 %

N/A

Price

$27.77

$5.32

Size

$43.795 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.60 %

4.59 %

Market

ASX

ASX

First listed date

09/09/2020

20/12/2017

Purchase fee

$6.50

$6.50


Community Stats

GOAT

MOGL

Popularity

Low

Low

Pearlers invested

47

4

Median incremental investment

$685.44

$295.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,610.38

$13,318.62

Average age group

> 35

> 35


Pros and Cons

GOAT

MOGL

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Lower price growth

  • Lower dividend/distribution yield

  • Exposure to 1 market and 1 sector only

GOAT

MOGL

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Lower price growth

Higher price growth

Lower dividend/distribution yield

Higher dividend/distribution yield

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