Compare AU
Compare MOAT vs. BBUS
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 VanEck Morningstar Wide Moat ETF (MOAT) and the BetaShares Us Eqy Strong Bear - Ch (Hedge Fund) (BBUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | BBUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 529 | 14 |
Median incremental investment | $1,000.00 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,461.60 | $1,213.65 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | BBUS | |
|---|---|---|
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. | BBUS.AX was created on 2015-08-24 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining U.S. share market. It seeks to generate magnified returns that are negatively correlated to the returns of the U.S. share market (as measured by the S&P 500 index), hedged to Australian dollars. |
Top 3 holdings | Bristol-Myers Squibb Co (2.82 %) Alphabet Inc Class A (2.77 %) Corteva Inc (2.75 %) | S&P500 EMINI FUT MAR25 (0 %) AUD - AUSTRALIA DOLLAR (101.87 %) USD - UNITED STATES DOLLAR (-1.87 %) |
Top 3 industries | Health Care (49.83 %) Other (23.89 %) Communication Services (20.56 %) | Other (73.66 %) Communication Services (26.34 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | |
Management fee | 0.49 % | 1.38 % |
Key Summary
MOAT | BBUS | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | Morningstar Wide Moat Focus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.49 % | 1.38 % |
Price | $132.03 | $4.31 |
Size | $1.067 billion | $144.108 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.59 % | 1.89 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 26/08/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | BBUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 529 | 14 |
Median incremental investment | $1,000.00 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,461.60 | $1,213.65 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | BBUS | |
|---|---|---|
Pros |
| |
Cons |
|
MOAT | BBUS |
|---|---|
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 |