Compare AU
Compare GOAT vs. VDGR
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 Vanguard Diversified Growth Index ETF (VDGR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GOAT | VDGR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 107 |
Median incremental investment | $685.44 | $1,052.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,628.24 | $3,260.43 |
Average age group | > 35 | > 35 |
Key Summary
GOAT | VDGR | |
|---|---|---|
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. | VDGR.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund seeks to achieve its objective by employing a passive investment strategy that tracks the weighted average return of the various indices of the Underlying Funds in which the Fund invests, in proportion to the SAA for the Fund, before takinginto account fees, expenses and tax |
Top 3 holdings | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) | BHP Group Ltd. (3.01 %) Commonwealth Bank of Australia (2.40 %) CSL Ltd. (1.89 %) |
Top 3 industries | Financials (39.75 %) Industrials (29.97 %) Other (27.20 %) | Other (31.32 %) Financials (13.67 %) Information Technology (9.13 %) |
Top 3 countries | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) | United States (39.83 %) Australia (38.22 %) Japan (3.61 %) |
Management fee | 0.55 % | 0.27 % |
Key Summary
GOAT | VDGR | |
|---|---|---|
Issuer | VanEck | Vanguard |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | 28% S&P/ASX 300 Index - 20.5% MSCI World ex-Australia Index - 12.5% MSCI World ex Australia Hedged to AUD Index - 5% MSCI World ex-Australia Small Cap Index - 34% Other Benchmark |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.27 % |
Price | $27.89 | $63.65 |
Size | $41.040 million | $1.222 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.60 % | 5.01 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GOAT | VDGR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 107 |
Median incremental investment | $685.44 | $1,052.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,628.24 | $3,260.43 |
Average age group | > 35 | > 35 |
Pros and Cons
GOAT | VDGR | |
|---|---|---|
Pros |
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Cons |
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GOAT | VDGR |
|---|---|
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 |