Compare AU
Compare IISV 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 Intell Investor Select Value Shr Fund - Active ETF (IISV) and the VanEck Morningstar International Wide Moat ETF (GOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IISV | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 45 |
Median incremental investment | $746.43 | $689.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,857.98 | $2,696.86 |
Average age group | > 35 | > 35 |
Key Summary
IISV | GOAT | |
|---|---|---|
Strategy | IISV.AX was created on 2023-03-31 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to outperform the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment | 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 | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.81 %) RPMGlobal Holdings Ltd (7.20 %) CME Group Inc Class A (5.42 %) | Harmonic Drive Systems Inc (2.94 %) Rheinmetall AG (2.52 %) Julius Baer Gruppe AG (2.29 %) |
Top 3 industries | Financials (39.80 %) Other (24.53 %) Information Technology (12.36 %) | Industrials (42.83 %) Financials (19.57 %) Other (19.42 %) |
Top 3 countries | United States (42.65 %) Australia (20.03 %) United Kingdom of Great Britain and Northern Ireland (15.60 %) | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) |
Management fee | 0.97 % | 0.55 % |
Key Summary
IISV | GOAT | |
|---|---|---|
Issuer | Intelligent Investor | VanEck |
Tracking index | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Net | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.55 % |
Price | $3.57 | $28.36 |
Size | N/A | $45.824 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.07 % | 2.60 % |
Market | ASX | ASX |
First listed date | 30/03/2023 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IISV | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 45 |
Median incremental investment | $746.43 | $689.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,857.98 | $2,696.86 |
Average age group | > 35 | > 35 |
Pros and Cons
IISV | GOAT | |
|---|---|---|
Pros |
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Cons |
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IISV | GOAT |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |