Compare AU
Compare MOAT vs. AYLD
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 Morningstar US 'Wide Moat' (MOAT) and the Global X S&P/ASX 200 Covered Call ETF (AYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | AYLD | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 522 | 10 |
Median incremental investment | $1,000.00 | $1,065.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,422.99 | $1,875.88 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | AYLD | |
---|---|---|
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. | AYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P/ASX BuyWrite Index |
Top 3 holdings | Salesforce Inc (3.26 %) Bristol-Myers Squibb Co (2.95 %) Autodesk Inc (2.90 %) | Commonwealth Bank of Australia (10.84 %) BHP Group Ltd (8.72 %) CSL Ltd (5.60 %) |
Top 3 industries | Health Care (38.79 %) Other (23.89 %) Information Technology (21.95 %) | Financials (54.40 %) Materials (17.61 %) Health Care (11.17 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | Australia (94.85 %) United States (3.09 %) New Zealand (1.58 %) |
Management fee | 0.49 % | 0.6 % |
Key Summary
MOAT | AYLD | |
---|---|---|
Issuer | VanEck | Global X |
Tracking index | Morningstar Wide Moat Focus Index - AUD | S&P/ASX 200 Index |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.6 % |
Price | $134.03 | $10.75 |
Size | $1.072 billion | $51.043 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.81 % | 3.17 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | AYLD | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 522 | 10 |
Median incremental investment | $1,000.00 | $1,065.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,422.99 | $1,875.88 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | AYLD | |
---|---|---|
Pros |
|
|
Cons |
|
|
MOAT | AYLD |
---|---|
Lower exposure to AU market | Higher 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 |
Higher distribution yield | Lower distribution yield |