Compare AU
Compare GOAT vs. MVB
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 Aussie Large-Cap Banks (MVB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GOAT | MVB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 101 |
Median incremental investment | $685.44 | $710.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,621.66 | $1,821.72 |
Average age group | > 35 | > 35 |
Key Summary
GOAT | MVB | |
|---|---|---|
Strategy | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 41.83m in AUM and 63 holdings. 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. | MVB.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on financials equity. MVB.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim to provide investment returns before fees and other costs which track the performance of the Index. |
Top 3 holdings | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) | Commonwealth Bank of Australia (21.40 %) Westpac Banking Corp (19.94 %) National Australia Bank Ltd (19.54 %) |
Top 3 industries | Financials (39.75 %) Industrials (29.97 %) Other (27.20 %) | Financials (99.87 %) Other (0.13 %) |
Top 3 countries | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) | Australia (100.00 %) |
Management fee | 0.55 % | 0.28 % |
Key Summary
GOAT | MVB | |
|---|---|---|
Issuer | VanEck | VanEck |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | MVIS Australia Banks Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.28 % |
Price | $27.79 | $38.73 |
Size | $41.040 million | $232.561 million |
10Y return | N/A | 49.77 % |
Annual distribution yield (5Y) | 2.60 % | 6.55 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 16/10/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GOAT | MVB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 101 |
Median incremental investment | $685.44 | $710.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,621.66 | $1,821.72 |
Average age group | > 35 | > 35 |
Pros and Cons
GOAT | MVB | |
|---|---|---|
Pros |
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Cons |
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GOAT | MVB |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |