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Compare MOAT vs. ALFA

Compare shares and ETFs on the ASX that you can trade on Pearler.

VanEck Morningstar Wide Moat ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are MOAT and ALFA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MOAT

ALFA

Popularity

Low

Low

Pearlers invested

540

8

Median incremental investment

$1,000.00

$1,008.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$4,234.56

$1,189.99

Average age group

> 35

> 35


Key Summary

MOAT

ALFA

Strategy

The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes.

ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved.

Top 3 holdings

Gilead Sciences Inc (3.47 %)

Bristol-Myers Squibb Co (3.00 %)

The Walt Disney Co (2.84 %)

VanEck Australian Long Short Complex ETF (100 %)

Top 3 industries

Health Care (41.43 %)

Other (23.89 %)

Consumer Staples (19.09 %)

Top 3 countries

United States (98.74 %)

Netherlands (1.26 %)

Management fee

0.49 %

0.39 %


Key Summary

MOAT

ALFA

Issuer

VanEck

VanEck

Tracking index

Morningstar Wide Moat Focus Index - AUD

Asset class

ETF

ETF

Management fee

0.49 %

0.39 %

Price

$125.59

$18.74

Size

$1.039 billion

$10.220 million

10Y return

N/A

N/A

Annual distribution/โ€Šdividend yield (5Y)

3.59 %

- %

Market

ASX

ASX

First listed date

26/06/2015

22/01/2025

Purchase fee

$6.50

$6.50


Community Stats

MOAT

ALFA

Popularity

Low

Low

Pearlers invested

540

8

Median incremental investment

$1,000.00

$1,008.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$4,234.56

$1,189.99

Average age group

> 35

> 35


Pros and Cons

MOAT

ALFA

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

MOAT

ALFA

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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