Compare AU
Compare IGRO 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 iShares High Growth Esg ETF (IGRO) 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
IGRO | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 47 |
Median incremental investment | $670.06 | $685.44 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,852.64 | $2,610.38 |
Average age group | > 35 | > 35 |
Key Summary
IGRO | GOAT | |
|---|---|---|
Strategy | IGRO.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds | 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 | iShares Core MSCI Wld Ex Aus ESG ETF (41.20 %) iShares Core MSCI Australia ESG ETF (35.15 %) iShares Core MSCI Wld ex Aus ESG AUHDETF (14.73 %) | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) |
Top 3 industries | Other (99.98 %) Communication Services (0.02 %) | Financials (39.93 %) Industrials (30.38 %) Other (27.20 %) |
Top 3 countries | United States (47.22 %) Australia (36.23 %) Japan (3.92 %) | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) |
Management fee | 0.22 % | 0.55 % |
Key Summary
IGRO | GOAT | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | 34% MSCI Australia IMI Custom ESG Leaders Index - 43% MSCI World Ex Australia Custom ESG Leaders Index - 13% MSCI World Ex Australia Custom ESG Leaders Index AUD Hedged - 10% Other Benchmark - Benchmark TR Net | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.55 % |
Price | $33.96 | $27.77 |
Size | $12.251 million | $43.795 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.32 % | 2.60 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IGRO | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 47 |
Median incremental investment | $670.06 | $685.44 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,852.64 | $2,610.38 |
Average age group | > 35 | > 35 |
Pros and Cons
IGRO | GOAT | |
|---|---|---|
Pros |
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Cons |
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IGRO | GOAT |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |