Compare AU

Compare MOAT vs. EBND

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

Community Stats

MOAT

EBND

Popularity

Low

Low

Pearlers invested

523

12

Median incremental investment

$1,000.00

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$4,439.49

$1,516.11

Average age group

> 35

> 35


Key Summary

MOAT

EBND

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.

EBND.AX was created on 2020-02-11 by VanEck. The fund's investment portfolio concentrates primarily on broad credit fixed income. EBND.AX aims to provide investors with a globally diversified portfolio of bonds and currencies in emerging markets. The fund aims to provide total investment returns, measured over the medium to long term in excess of the Benchmark

Top 3 holdings

Salesforce Inc (3.26 %)

Bristol-Myers Squibb Co (2.95 %)

Autodesk Inc (2.90 %)

J.P. Morgan Emerging Markets Bonds (50/50 hedged) (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 %

0.95 %


Key Summary

MOAT

EBND

Issuer

VanEck

VanEck

Tracking index

Morningstar Wide Moat Focus Index - AUD

Asset class

ETF

ETF

Management fee

0.49 %

0.95 %

Price

$134.53

$10.42

Size

$1.007 billion

$170.273 million

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

3.81 %

5.17 %

Market

ASX

ASX

First listed date

26/06/2015

13/02/2020

Purchase fee

$6.50

$6.50


Community Stats

MOAT

EBND

Popularity

Low

Low

Pearlers invested

523

12

Median incremental investment

$1,000.00

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$4,439.49

$1,516.11

Average age group

> 35

> 35


Pros and Cons

MOAT

EBND

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

MOAT

EBND

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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