Compare AU
Compare IYLD 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 Yield Plus ETF (IYLD) 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
IYLD | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 47 |
Median incremental investment | $199.50 | $689.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,595.52 | $2,585.94 |
Average age group | 26 - 35 | > 35 |
Key Summary
IYLD | GOAT | |
|---|---|---|
Strategy | IYLD.AX was created on 2020-05-27 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian corporate bond market (excluding issuers ANZ, CBA, NAB and WBC). | 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 | NEWCASTLE GREATER MUTUAL GROUP LTD MTN RegS (1.63 %) LIBERTY FINANCIAL PTY LTD MTN RegS (1.62 %) CIP FUNDING PTY LTD MTN RegS (1.49 %) | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) |
Top 3 industries | Other (98.64 %) Financials (1.30 %) Consumer Discretionary (1.10 %) | 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 | 0.12 % | 0.55 % |
Key Summary
IYLD | GOAT | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | Bloomberg AusBond Credit and FRN Ex Big 4 Banks Index - AUD | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.12 % | 0.55 % |
Price | $99.72 | $27.51 |
Size | $50.956 million | $41.040 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.43 % | 2.60 % |
Market | ASX | ASX |
First listed date | 28/05/2020 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IYLD | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 47 |
Median incremental investment | $199.50 | $689.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,595.52 | $2,585.94 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IYLD | GOAT | |
|---|---|---|
Pros |
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Cons |
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IYLD | GOAT |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |