Compare AU
Compare IVE 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 MSCI EAFE ETF (IVE) 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
IVE | GOAT | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 45 |
Median incremental investment | $1,671.04 | $689.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,579.64 | $2,663.02 |
Average age group | > 35 | > 35 |
Key Summary
IVE | GOAT | |
---|---|---|
Strategy | IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies. | 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 47.08m 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 | ASML Holding NV (2.39 %) Moelis & Company (1.49 %) SHELL PLC - ADS (1.23 %) | Harmonic Drive Systems Inc (2.94 %) Rheinmetall AG (2.52 %) Julius Baer Gruppe AG (2.29 %) |
Top 3 industries | Other (99.86 %) Communication Services (0.14 %) | Industrials (43.69 %) Other (19.42 %) Health Care (18.14 %) |
Top 3 countries | United States (99.97 %) | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) |
Management fee | 0.32 % | 0.55 % |
Key Summary
IVE | GOAT | |
---|---|---|
Issuer | iShares | VanEck |
Tracking index | MSCI EAFE | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.55 % |
Price | $126.81 | $28.33 |
Size | $527.017 million | $46.888 million |
10Y return | 55.39 % | N/A |
Annual distribution yield (5Y) | 2.60 % | 2.60 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVE | GOAT | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 45 |
Median incremental investment | $1,671.04 | $689.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,579.64 | $2,663.02 |
Average age group | > 35 | > 35 |
Pros and Cons
IVE | GOAT | |
---|---|---|
Pros |
| |
Cons |
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IVE | GOAT |
---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |