Compare AU
Compare GOAT vs. WVOL
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 Edge MSCI World Minimum Volatility (WVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GOAT | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 4 |
Median incremental investment | $685.44 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,610.38 | $3,636.32 |
Average age group | > 35 | > 35 |
Key Summary
GOAT | WVOL | |
|---|---|---|
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. | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) |
Top 3 industries | Financials (39.93 %) Industrials (30.38 %) Other (27.20 %) | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) |
Top 3 countries | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) |
Management fee | 0.55 % | 0.3 % |
Key Summary
GOAT | WVOL | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.3 % |
Price | $27.77 | $42.53 |
Size | $43.795 million | $85.356 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.60 % | 2.71 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GOAT | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 4 |
Median incremental investment | $685.44 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,610.38 | $3,636.32 |
Average age group | > 35 | > 35 |
Pros and Cons
GOAT | WVOL | |
|---|---|---|
Pros |
| |
Cons |
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GOAT | WVOL |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |