Compare AU
Compare MOAT vs. FUTR
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 Janus Henderson Global Sustainable Eq Active ETF (FUTR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | FUTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 529 | 2 |
Median incremental investment | $1,000.00 | $503.39 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $4,461.60 | $2,590.67 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | FUTR | |
|---|---|---|
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. | FUTR.AX was created on 2021-09-01 by Janus Henderson. The fund's investment portfolio concentrates primarily on total market equity. The Fund seeks to provide capital growth over the long term and to achieve a total return after fees that exceeds the total return of the Benchmark (MSCI World Index (net dividends reinvested) in AUD), over rolling five year periods |
Top 3 holdings | Bristol-Myers Squibb Co (2.90 %) Alphabet Inc Class A (2.86 %) The Walt Disney Co (2.85 %) | Microsoft Corp (5.55 %) NVIDIA Corp (4.79 %) T-Mobile US Inc (3.27 %) |
Top 3 industries | Health Care (49.83 %) Other (23.89 %) Communication Services (20.56 %) | Information Technology (30.52 %) Financials (24.09 %) Industrials (18.71 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | United States (63.63 %) France (7.69 %) Canada (6.06 %) |
Management fee | 0.49 % | 0.8 % |
Key Summary
MOAT | FUTR | |
|---|---|---|
Issuer | VanEck | Janus Henderson |
Tracking index | Morningstar Wide Moat Focus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.8 % |
Price | $132.03 | $37.59 |
Size | $1.067 billion | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.59 % | 0.43 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 21/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | FUTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 529 | 2 |
Median incremental investment | $1,000.00 | $503.39 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $4,461.60 | $2,590.67 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | FUTR | |
|---|---|---|
Pros |
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Cons |
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MOAT | FUTR |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |