Compare AU
Compare GROW vs. GOAT
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are GROW and GOAT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GROW | GOAT | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 47 |
Median incremental investment | $0 | $689.47 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,597.22 |
Average age group | N/A | > 35 |
Key Summary
GROW | GOAT | |
|---|---|---|
Strategy | GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim | 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. |
Top 3 holdings | Schroder Real Return Active ETF (100 %) | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) |
Top 3 industries | Industrials (40.03 %) Financials (30.32 %) Other (27.20 %) | |
Top 3 countries | United States (51.79 %) Australia (19.91 %) Japan (8.50 %) | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) |
Management fee | 0.84 % | 0.55 % |
Key Summary
GROW | GOAT | |
|---|---|---|
Issuer | Schroder | VanEck |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | |
Asset class | ETF | ETF |
Management fee | 0.84 % | 0.55 % |
Price | $3.79 | $27.63 |
Size | $57.346 million | $42.781 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 3.83 % | 2.60 % |
Market | ASX | ASX |
First listed date | 16/08/2016 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GROW | GOAT | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 47 |
Median incremental investment | $0 | $689.47 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,597.22 |
Average age group | N/A | > 35 |
Pros and Cons
GROW | GOAT | |
|---|---|---|
Pros |
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Cons |
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GROW | GOAT |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |