Compare AU
Compare IXI 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 S&P Global 1200 Consumer Staples (IXI) 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
IXI | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 47 |
Median incremental investment | $996.75 | $685.44 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,228.40 | $2,621.66 |
Average age group | > 35 | > 35 |
Key Summary
IXI | GOAT | |
|---|---|---|
Strategy | IXI.AX was created on 2006-09-12 by iShares. The fund's investment portfolio concentrates primarily on consumer staples equity. The fund aims to provide investors with the performance of the S&P Global 1200 Consumer Staples Sector Index, before fees and expenses. The index is designed to measure the performance of global consumer staples companies and may include large-, mid- or smallcapitalisation stocks. | 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 | ISHARES GLOBAL CONSUMER STAPLES ET (99.97 %) USD CASH (0.21 %) USD/AUD (0.00 %) | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) |
Top 3 industries | Other (99.92 %) Communication Services (0.08 %) | Financials (39.75 %) Industrials (29.97 %) Other (27.20 %) |
Top 3 countries | United States (62.00 %) United Kingdom of Great Britain and Northern Ireland (12.09 %) Japan (5.56 %) | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) |
Management fee | 0.4 % | 0.55 % |
Key Summary
IXI | GOAT | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | S&P Global 1200 / Consumer Staples -SEC | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.55 % |
Price | $99.04 | $27.89 |
Size | $136.890 million | $41.040 million |
10Y return | 81.23 % | N/A |
Annual distribution yield (5Y) | 2.18 % | 2.60 % |
Market | ASX | ASX |
First listed date | 11/03/2009 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IXI | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 47 |
Median incremental investment | $996.75 | $685.44 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,228.40 | $2,621.66 |
Average age group | > 35 | > 35 |
Pros and Cons
IXI | GOAT | |
|---|---|---|
Pros |
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Cons |
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IXI | 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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |