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Compare MOAT vs. ESTX
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 Europe 50 Large-Caps (ESTX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | ESTX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 546 | 115 |
Median incremental investment | $1,000.00 | $1,059.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,994.98 | $4,811.94 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | ESTX | |
|---|---|---|
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. | ESTX.AX was created on 2016-07-19 by ETFS. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 468.06m in AUM and 51 holdings. ETFS EURO STOXX 50 ETF (ESTX.AX) aims to provide investors with a return that (before fees and expenses) tracks the performance of the EURO STOXX 50 Index by holding all of the shares that make up the index closely in proportion to their index weights. |
Top 3 holdings | Masco Corp (2.75 %) NVIDIA Corp (2.63 %) Brown-Forman Corp Registered Shs -B- Non Vtg (2.62 %) | ASML Holding NV (12.65 %) Siemens AG (4.48 %) TotalEnergies SE (3.94 %) |
Top 3 industries | Industrials (30.90 %) Information Technology (30.56 %) Other (18.38 %) | Information Technology (32.54 %) Industrials (26.97 %) Financials (17.62 %) |
Top 3 countries | United States (97.57 %) Netherlands (2.43 %) | Germany (29.66 %) France (29.62 %) Netherlands (18.70 %) |
Management fee | 0.49 % | 0.35 % |
Key Summary
MOAT | ESTX | |
|---|---|---|
Issuer | VanEck | ETFS |
Tracking index | Morningstar Wide Moat Focus Index - AUD | Euro STOXX 50 |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.35 % |
Price | $122.93 | $113.94 |
Size | $903.098 million | $475.687 million |
10Y return | 181.76 % | N/A |
Annual distribution yield (5Y) | 5.77 % | 3.14 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 21/07/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | ESTX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 546 | 115 |
Median incremental investment | $1,000.00 | $1,059.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,994.98 | $4,811.94 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | ESTX | |
|---|---|---|
Pros |
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Cons |
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MOAT | ESTX |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |