Compare AU
Compare IAF 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Bloomberg Aussie Bonds (IAF) and the Morningstar World ex AUS 'Wide Moat' (GOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IAF | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 502 | 47 |
Median incremental investment | $1,128.90 | $685.44 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,648.62 | $2,612.26 |
Average age group | > 35 | > 35 |
Key Summary
IAF | GOAT | |
|---|---|---|
Strategy | IAF.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury, | 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. |
Top 3 holdings | AUSTRALIA (COMMONWEALTH OF) RegS (2.60 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %) | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) |
Top 3 industries | Other (99.30 %) Communication Services (0.26 %) Financials (0.21 %) | Financials (39.75 %) Industrials (29.97 %) 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 | 0.15 % | 0.55 % |
Key Summary
IAF | GOAT | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | Bloomberg AusBond Composite 0+ Yr Index - AUD | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.15 % | 0.55 % |
Price | $101.87 | $27.79 |
Size | $2.649 billion | $41.040 million |
10Y return | -4.30 % | N/A |
Annual distribution yield (5Y) | 1.89 % | 2.60 % |
Market | ASX | ASX |
First listed date | 14/03/2012 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IAF | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 502 | 47 |
Median incremental investment | $1,128.90 | $685.44 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,648.62 | $2,612.26 |
Average age group | > 35 | > 35 |
Pros and Cons
IAF | GOAT | |
|---|---|---|
Pros |
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Cons |
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IAF | GOAT |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |