Compare AU

Compare GOAT vs. RCB

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 Russell Investments Australian Select Corporate Bond ETF (RCB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

GOAT

RCB

Popularity

Low

Low

Pearlers invested

47

9

Median incremental investment

$685.44

$800.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,628.24

$4,405.78

Average age group

> 35

> 35


Key Summary

GOAT

RCB

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.

RCB.AX was created on 2012-03-08 by Russell. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide a total return before costs and tax, in line with DBIQ 0-4 year Investment Grade Australian Corporate Bond Index over the long term

Top 3 holdings

U.S. Bancorp (2.59 %)

Gilead Sciences Inc (2.46 %)

Corteva Inc (2.37 %)

Westpac Banking Corp. 5% (14.34 %)

National Australia Bank Ltd. 4.95% (13.12 %)

Commonwealth Bank of Australia 4.9% (11.74 %)

Top 3 industries

Financials (39.75 %)

Industrials (29.97 %)

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 %

0.28 %


Key Summary

GOAT

RCB

Issuer

VanEck

Russell

Tracking index

Morningstar Developed Markets ex-Australia Wide Moat Focus Index

DBIQ 0-4 year Investment Grade Australian Corporate Bond Index - AUD

Asset class

ETF

ETF

Management fee

0.55 %

0.28 %

Price

$27.96

$20.21

Size

$41.040 million

$283.625 million

10Y return

N/A

-1.85 %

Annual distribution yield (5Y)

2.60 %

2.22 %

Market

ASX

ASX

First listed date

09/09/2020

13/03/2012

Purchase fee

$6.50

$6.50


Community Stats

GOAT

RCB

Popularity

Low

Low

Pearlers invested

47

9

Median incremental investment

$685.44

$800.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,628.24

$4,405.78

Average age group

> 35

> 35


Pros and Cons

GOAT

RCB

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

GOAT

RCB

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

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