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Compare GOAT vs. MVS
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 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 | 53 | 11 |
Median incremental investment | $703.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,654.56 | $1,667.44 |
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 64.89m in AUM and 67 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 | GSK PLC (2.57 %) Roche Holding AG (2.39 %) Bristol-Myers Squibb Co (2.33 %) | Westgold Resources Ltd (2.96 %) Kingsgate Consolidated Ltd (2.91 %) Emerald Resources NL (2.66 %) |
Top 3 industries | Consumer Discretionary (29.90 %) Other (20.97 %) Consumer Staples (20.74 %) | Materials (29.84 %) Industrials (20.16 %) Information Technology (19.89 %) |
Top 3 countries | United States (39.56 %) Netherlands (13.15 %) Japan (10.20 %) | Australia (98.81 %) New Zealand (1.19 %) |
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 | $28.24 | $21.94 |
Size | $59.854 million | $215.895 million |
10Y return | N/A | 46.17 % |
Annual distribution yield (5Y) | 3.84 % | 3.80 % |
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 | 53 | 11 |
Median incremental investment | $703.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,654.56 | $1,667.44 |
Average age group | > 35 | > 35 |
Pros and Cons
GOAT | MVS | |
|---|---|---|
Pros |
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Cons |
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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 |
Higher distribution yield | Lower distribution yield |