Compare AU

Compare GOAT vs. MVS

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

VanEck Morningstar International Wide Moat ETF

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 VanEck Morningstar International Wide Moat ETF (GOAT) and the VanEck Small Companies Masters ETF (MVS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

GOAT

MVS

Popularity

Low

Low

Pearlers invested

47

9

Median incremental investment

$689.47

$830.57

Median investment frequency

Monthly

Monthly

Median total investment

$2,585.94

$931.04

Average age group

> 35

> 35


Key Summary

GOAT

MVS

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.

MVS.AX was created on 2015-05-26 by VanEck. The fund's investment portfolio concentrates primarily on small cap equity. The Fund gives investors exposure to a portfolio that only includes the most liquid small-cap ASX-listed companies that generate revenues in Australia and did not omit their latest dividend payment.

Top 3 holdings

U.S. Bancorp (2.59 %)

Gilead Sciences Inc (2.46 %)

Corteva Inc (2.37 %)

Zip Co Ltd (2.44 %)

Pinnacle Investment Management Group Ltd (2.29 %)

HUB24 Ltd (2.13 %)

Top 3 industries

Financials (39.75 %)

Industrials (29.97 %)

Other (27.20 %)

Financials (51.84 %)

Materials (19.28 %)

Industrials (9.86 %)

Top 3 countries

United States (45.37 %)

Japan (13.24 %)

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

Australia (99.99 %)

Management fee

0.55 %

0.49 %


Key Summary

GOAT

MVS

Issuer

VanEck

VanEck

Tracking index

Morningstar Developed Markets ex-Australia Wide Moat Focus Index

MVIS Australia Small-Cap Dividend Payers Index - AUD

Asset class

ETF

ETF

Management fee

0.55 %

0.49 %

Price

$27.51

$20.24

Size

$41.040 million

$86.589 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.60 %

4.91 %

Market

ASX

ASX

First listed date

09/09/2020

28/05/2015

Purchase fee

$6.50

$6.50


Community Stats

GOAT

MVS

Popularity

Low

Low

Pearlers invested

47

9

Median incremental investment

$689.47

$830.57

Median investment frequency

Monthly

Monthly

Median total investment

$2,585.94

$931.04

Average age group

> 35

> 35


Pros and Cons

GOAT

MVS

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

GOAT

MVS

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

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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