Compare AU

Compare GOAT vs. RGOS

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, shares and ETFs are a popular choice. Two options in the ASX are GOAT and RGOS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

GOAT

RGOS

Popularity

Low

N/A

Pearlers invested

47

0

Median incremental investment

$685.44

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,610.38

$0

Average age group

> 35

N/A


Key Summary

GOAT

RGOS

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.

RGOS.AX was created on 2024-04-12 by Russell. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Funds benchmark, before costs and tax, over the long term by providing exposure to a diversified portfolio of predominantly international shares.

Top 3 holdings

U.S. Bancorp (2.59 %)

Gilead Sciences Inc (2.46 %)

Corteva Inc (2.37 %)

Russell Sust Global Opportunities Complex ETF (100 %)

Top 3 industries

Financials (39.93 %)

Industrials (30.38 %)

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 %


Key Summary

GOAT

RGOS

Issuer

VanEck

Russell

Tracking index

Morningstar Developed Markets ex-Australia Wide Moat Focus Index

Asset class

ETF

ETF

Management fee

0.55 %

0 %

Price

$27.77

$22.01

Size

$43.795 million

N/A

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

2.60 %

0.85 %

Market

ASX

ASX

First listed date

09/09/2020

15/04/2024

Purchase fee

$6.50

$6.50


Community Stats

GOAT

RGOS

Popularity

Low

N/A

Pearlers invested

47

0

Median incremental investment

$685.44

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,610.38

$0

Average age group

> 35

N/A


Pros and Cons

GOAT

RGOS

Pros

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower distribution yield

GOAT

RGOS

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

Home