Compare AU
Compare MOAT vs. ESGI
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 Morningstar US 'Wide Moat' (MOAT) and the MSCI Global Sustainable (ESGI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 522 | 1,227 |
Median incremental investment | $1,000.00 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,422.99 | $1,895.16 |
Average age group | > 35 | 26 - 35 |
Key Summary
MOAT | ESGI | |
|---|---|---|
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. | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. |
Top 3 holdings | Salesforce Inc (3.26 %) Bristol-Myers Squibb Co (2.95 %) Autodesk Inc (2.90 %) | ASML Holding NV (5.16 %) Novo Nordisk AS Class B (5.00 %) Adobe Inc (4.71 %) |
Top 3 industries | Other (23.89 %) Health Care (21.03 %) Information Technology (20.60 %) | Information Technology (54.21 %) Health Care (20.75 %) Other (15.14 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) |
Management fee | 0.49 % | 0.55 % |
Key Summary
MOAT | ESGI | |
|---|---|---|
Issuer | VanEck | VanEck |
Tracking index | Morningstar Wide Moat Focus Index - AUD | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.55 % |
Price | $134.03 | $37.16 |
Size | $1.007 billion | $202.822 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.81 % | 3.26 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 522 | 1,227 |
Median incremental investment | $1,000.00 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,422.99 | $1,895.16 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MOAT | ESGI | |
|---|---|---|
Pros |
| |
Cons |
|
MOAT | ESGI |
|---|---|
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 |