Compare AU

Compare MOAT vs. EINC

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

Community Stats

MOAT

EINC

Popularity

Low

Low

Pearlers invested

522

2

Median incremental investment

$1,000.00

$765.45

Median investment frequency

Monthly

Monthly

Median total investment

$4,422.99

$11,109.41

Average age group

> 35

26 - 35


Key Summary

MOAT

EINC

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.

EINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide an after-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation

Top 3 holdings

Salesforce Inc (3.26 %)

Bristol-Myers Squibb Co (2.95 %)

Autodesk Inc (2.90 %)

BetaShares Mrtn Currie Eqy Inc 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 %)

Australia (97.66 %)

New Zealand (2.34 %)

Management fee

0.49 %

0.85 %


Key Summary

MOAT

EINC

Issuer

VanEck

BetaShares

Tracking index

Morningstar Wide Moat Focus Index - AUD

Asset class

ETF

ETF

Management fee

0.49 %

0.85 %

Price

$134.03

$8.81

Size

$1.072 billion

$22.474 million

10Y return

N/A

N/A

Annual distribution/โ€Šdividend yield (5Y)

3.81 %

5.87 %

Market

ASX

ASX

First listed date

26/06/2015

19/02/2018

Purchase fee

$6.50

$6.50


Community Stats

MOAT

EINC

Popularity

Low

Low

Pearlers invested

522

2

Median incremental investment

$1,000.00

$765.45

Median investment frequency

Monthly

Monthly

Median total investment

$4,422.99

$11,109.41

Average age group

> 35

26 - 35


Pros and Cons

MOAT

EINC

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

MOAT

EINC

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

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