Compare AU
Compare MOAT vs. BSUB
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 Aus Major Bank Subordinated Debt ETF (BSUB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | BSUB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 529 | 7 |
Median incremental investment | $1,000.00 | $7,504.38 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,461.60 | $5,013.65 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | BSUB | |
|---|---|---|
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. | BSUB.AX was created on 2024-05-06 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Major Bank Subordinated FRN Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Bristol-Myers Squibb Co (2.90 %) Alphabet Inc Class A (2.86 %) The Walt Disney Co (2.85 %) | COMMONWEALTH BANK OF AUSTRALIA 5.74% AUG-31 (11.00 %) NATIONAL AUSTRALIA BANK LTD 6.4463% NOV-31 (10.84 %) AUSTRALIA & NEW ZEALAND BANKING GROUP LTD 6.2899% JAN-34 (8.34 %) |
Top 3 industries | Health Care (49.83 %) Other (23.89 %) Communication Services (20.56 %) | |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | |
Management fee | 0.49 % | 0.29 % |
Key Summary
MOAT | BSUB | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | Morningstar Wide Moat Focus Index - AUD | Solactive Australian Major Bank Subordinated FRN Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.29 % |
Price | $132.03 | $25.46 |
Size | $1.067 billion | $180.190 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.59 % | 0.64 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 07/05/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | BSUB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 529 | 7 |
Median incremental investment | $1,000.00 | $7,504.38 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,461.60 | $5,013.65 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | BSUB | |
|---|---|---|
Pros |
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Cons |
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MOAT | BSUB |
|---|---|
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 |