Compare AU

Compare MOAT vs. BBFD

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

Morningstar US 'Wide Moat'

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 BBFD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MOAT

BBFD

Popularity

Low

N/A

Pearlers invested

522

0

Median incremental investment

$1,000.00

$0

Median investment frequency

Monthly

N/A

Median total investment

$4,422.99

$0

Average age group

> 35

N/A


Key Summary

MOAT

BBFD

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.

N/A

Top 3 holdings

Salesforce Inc (3.26 %)

Bristol-Myers Squibb Co (2.95 %)

Autodesk Inc (2.90 %)

BetaShares Geared Short Us Tr Bond Ch (Hedge Fund) (100 %)

Top 3 industries

Health Care (38.79 %)

Other (23.89 %)

Information Technology (21.95 %)

Top 3 countries

United States (98.74 %)

Netherlands (1.26 %)

Management fee

0.49 %

0 %


Key Summary

MOAT

BBFD

Issuer

VanEck

Tracking index

Morningstar Wide Moat Focus Index - AUD

Asset class

ETF

Stock

Management fee

0.49 %

0 %

Price

$134.03

$18.98

Size

$1.072 billion

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

3.81 %

1.28 %

Market

ASX

ASX

First listed date

26/06/2015

05/12/2023

Purchase fee

$6.50

$6.50


Community Stats

MOAT

BBFD

Popularity

Low

N/A

Pearlers invested

522

0

Median incremental investment

$1,000.00

$0

Median investment frequency

Monthly

N/A

Median total investment

$4,422.99

$0

Average age group

> 35

N/A


Pros and Cons

MOAT

BBFD

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

MOAT

BBFD

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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