Compare AU
Compare GOAT vs. ROYL
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 BetaShares Global Royalties ETF (ROYL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GOAT | ROYL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 7 |
Median incremental investment | $685.44 | $700.30 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,610.38 | $1,675.52 |
Average age group | > 35 | > 35 |
Key Summary
GOAT | ROYL | |
|---|---|---|
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. | ROYL.AX was created on 2022-09-09 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global Royalties Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) | ARM HOLDINGS PLC (12.89 %) WHEATON PRECIOUS METALS CORP (11.03 %) TEXAS PACIFIC LAND CORP (10.48 %) |
Top 3 industries | Financials (39.75 %) Industrials (29.97 %) Other (27.20 %) | Other (49.57 %) Information Technology (17.42 %) Energy (14.55 %) |
Top 3 countries | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) | United States (41.70 %) Canada (31.36 %) United Kingdom of Great Britain and Northern Ireland (10.92 %) |
Management fee | 0.55 % | 0.69 % |
Key Summary
GOAT | ROYL | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | Solactive Global Royalties Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.69 % |
Price | $27.77 | $10.88 |
Size | $41.040 million | $9.731 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.60 % | 1.27 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 12/09/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GOAT | ROYL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 7 |
Median incremental investment | $685.44 | $700.30 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,610.38 | $1,675.52 |
Average age group | > 35 | > 35 |
Pros and Cons
GOAT | ROYL | |
|---|---|---|
Pros |
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Cons |
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GOAT | ROYL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |