Compare AU

Compare MOAT vs. DHOF

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

Community Stats

MOAT

DHOF

Popularity

Low

Low

Pearlers invested

522

1

Median incremental investment

$1,000.00

$6,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$4,422.99

$5,532.00

Average age group

> 35

26 - 35


Key Summary

MOAT

DHOF

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.

DHOF.AX was created on 2020-03-01 by Daintree Funds. The fund's investment portfolio concentrates primarily on total market equity. The Fund will target a return of 3.5% - 4.5% per annum above the RBA cash rate after fees, with quarterly distributions.

Top 3 holdings

Salesforce Inc (3.26 %)

Bristol-Myers Squibb Co (2.95 %)

Autodesk Inc (2.90 %)

Daintree Hybrid Opportunities Fund (Managed 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 %

0.65 %


Key Summary

MOAT

DHOF

Issuer

VanEck

Daintree Funds

Tracking index

Morningstar Wide Moat Focus Index - AUD

Asset class

ETF

ETF

Management fee

0.49 %

0.65 %

Price

$134.03

$9.68

Size

$1.072 billion

$26.434 million

10Y return

N/A

N/A

Annual distribution/โ€Šdividend yield (5Y)

3.81 %

2.17 %

Market

ASX

ASX

First listed date

26/06/2015

02/11/2021

Purchase fee

$6.50

$6.50


Community Stats

MOAT

DHOF

Popularity

Low

Low

Pearlers invested

522

1

Median incremental investment

$1,000.00

$6,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$4,422.99

$5,532.00

Average age group

> 35

26 - 35


Pros and Cons

MOAT

DHOF

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MOAT

DHOF

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

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