Compare AU
Compare MOAT vs. DAOR
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 DAOR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | DAOR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 523 | 1 |
Median incremental investment | $1,000.00 | $3,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,439.49 | $9,456.30 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | DAOR | |
---|---|---|
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. | DAOR.AX was created on 2023-05-01 by AORIS. The fund's investment portfolio concentrates primarily on total market equity. This class aims to achieve annualised returns in excess of the benchmark after all fees and expenses measured over a market cycle, which we consider to be seven years. Returns are not guaranteed. |
Top 3 holdings | Salesforce Inc (3.26 %) Bristol-Myers Squibb Co (2.95 %) Autodesk Inc (2.90 %) | Aoris Int Fund (Class D) (Hedged) (Managed Fund) (100 %) |
Top 3 industries | Other (23.89 %) Health Care (21.03 %) Information Technology (20.60 %) | |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | |
Management fee | 0.49 % | 1.15 % |
Key Summary
MOAT | DAOR | |
---|---|---|
Issuer | VanEck | AORIS |
Tracking index | Morningstar Wide Moat Focus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.49 % | 1.15 % |
Price | $134.53 | $1.90 |
Size | $1.007 billion | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 3.81 % | - % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 30/04/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | DAOR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 523 | 1 |
Median incremental investment | $1,000.00 | $3,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,439.49 | $9,456.30 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | DAOR | |
---|---|---|
Pros |
| |
Cons |
|
MOAT | DAOR |
---|---|
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 |