Compare AU
Compare MOAT vs. EIGA
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 Perennial Income Generator Fund (Managed Fund) (EIGA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 529 | 61 |
Median incremental investment | $1,000.00 | $599.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,461.60 | $1,497.68 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | EIGA | |
|---|---|---|
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. | EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt). |
Top 3 holdings | Bristol-Myers Squibb Co (2.90 %) Alphabet Inc Class A (2.86 %) The Walt Disney Co (2.85 %) | BHP Group Ltd (10.78 %) Commonwealth Bank of Australia (7.47 %) CSL Ltd (7.40 %) |
Top 3 industries | Health Care (49.83 %) Other (23.89 %) Communication Services (20.56 %) | Financials (32.32 %) Materials (24.48 %) Other (16.04 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | Australia (97.92 %) United States (2.08 %) |
Management fee | 0.49 % | 0.8 % |
Key Summary
MOAT | EIGA | |
|---|---|---|
Issuer | VanEck | Perennial |
Tracking index | Morningstar Wide Moat Focus Index - AUD | S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.8 % |
Price | $132.03 | $3.84 |
Size | $1.067 billion | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.59 % | 6.44 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 07/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 529 | 61 |
Median incremental investment | $1,000.00 | $599.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,461.60 | $1,497.68 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | EIGA | |
|---|---|---|
Pros |
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Cons |
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MOAT | EIGA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |