Compare AU

Compare HQUS vs. GOAT

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares S&P 500 Equal Weight Currency Hedged ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are HQUS and GOAT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

HQUS

GOAT

Popularity

Low

Low

Pearlers invested

2

47

Median incremental investment

$856.94

$685.44

Median investment frequency

Monthly

Monthly

Median total investment

$847.02

$2,610.38

Average age group

> 35

> 35


Key Summary

HQUS

GOAT

Strategy

HQUS.AX was created on 2024-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HQUS.AX aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR.

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

BetaShares S&P 500 Equal Weight Currency Hedged ETF (100 %)

U.S. Bancorp (2.59 %)

Gilead Sciences Inc (2.46 %)

Corteva Inc (2.37 %)

Top 3 industries

Financials (39.93 %)

Industrials (30.38 %)

Other (27.20 %)

Top 3 countries

United States (45.37 %)

Japan (13.24 %)

United Kingdom of Great Britain and Northern Ireland (10.80 %)

Management fee

0.29 %

0.55 %


Key Summary

HQUS

GOAT

Issuer

BetaShares

VanEck

Tracking index

S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged

Morningstar Developed Markets ex-Australia Wide Moat Focus Index

Asset class

ETF

ETF

Management fee

0.29 %

0.55 %

Price

$44.58

$27.77

Size

N/A

$43.795 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

- %

2.60 %

Market

ASX

ASX

First listed date

11/07/2024

09/09/2020

Purchase fee

$6.50

$6.50


Community Stats

HQUS

GOAT

Popularity

Low

Low

Pearlers invested

2

47

Median incremental investment

$856.94

$685.44

Median investment frequency

Monthly

Monthly

Median total investment

$847.02

$2,610.38

Average age group

> 35

> 35


Pros and Cons

HQUS

GOAT

Pros

  • Lower management fee

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

HQUS

GOAT

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower distribution yield

Higher distribution yield

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