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Compare GOAT vs. SFY
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 SPDR S&P/ASX 50 ETF (SFY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GOAT | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 19 |
Median incremental investment | $693.50 | $690.55 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,433.55 | $1,522.60 |
Average age group | > 35 | 26 - 35 |
Key Summary
GOAT | SFY | |
|---|---|---|
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 50.43m in AUM and 65 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. | SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 784.11m in AUM and 51 holdings. The SPDR S&P/ASX 50 ETF, seeks to closely track, before fees and expenses, the returns of the S&P/ASX 50 Index. |
Top 3 holdings | Rheinmetall AG (2.95 %) Allegro.EU SA Ordinary Shares (2.50 %) Etsy Inc (2.45 %) | Commonwealth Bank of Australia (13.96 %) BHP Group Ltd (9.96 %) CSL Ltd (5.78 %) |
Top 3 industries | Industrials (21.56 %) Consumer Discretionary (20.51 %) Consumer Staples (19.58 %) | Financials (56.68 %) Materials (15.62 %) Health Care (9.75 %) |
Top 3 countries | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) |
Management fee | 0.55 % | 0.2 % |
Key Summary
GOAT | SFY | |
|---|---|---|
Issuer | VanEck | SPDR |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | S&P/ASX 50 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.2 % |
Price | $28.63 | $75.80 |
Size | $50.490 million | $794.271 million |
10Y return | N/A | 39.18 % |
Annual distribution yield (5Y) | 2.60 % | 5.78 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GOAT | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 19 |
Median incremental investment | $693.50 | $690.55 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,433.55 | $1,522.60 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
GOAT | SFY | |
|---|---|---|
Pros |
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Cons |
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GOAT | SFY |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |