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Compare MOAT vs. GEAR
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 Betashares Geared Australian Equities Complex ETF (GEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 539 | 298 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,927.34 | $2,429.49 |
Average age group | > 35 | 26 - 35 |
Key Summary
MOAT | GEAR | |
|---|---|---|
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. | GEAR.AX was created on 2014-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to provide investors with geared exposure to a diversified portfolio of Australian shares as simply as buying any share on the ASX. As the fund is internally geared, investors do not need to take out margin loans and do not have the possibility of margin calls in relation to their investment in the Fund. |
Top 3 holdings | Veeva Systems Inc Class A (3.44 %) Airbnb Inc Ordinary Shares - Class A (2.85 %) Microsoft Corp (2.83 %) | BHP GROUP LTD (24.78 %) COMMONWEALTH BANK OF AUSTRALIA (20.87 %) NATIONAL AUSTRALIA BANK LTD (9.74 %) |
Top 3 industries | Industrials (30.90 %) Information Technology (30.56 %) Other (18.38 %) | Other (36.19 %) Financials (21.66 %) Materials (11.94 %) |
Top 3 countries | United States (97.57 %) Netherlands (2.43 %) | Australia (95.42 %) United States (3.04 %) New Zealand (0.60 %) |
Management fee | 0.49 % | 0.8 % |
Key Summary
MOAT | GEAR | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | Morningstar Wide Moat Focus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.8 % |
Price | $115.51 | $35.21 |
Size | $842.974 million | $550.665 million |
10Y return | 158.82 % | 95.18 % |
Annual distribution yield (5Y) | 6.64 % | 5.40 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 539 | 298 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,927.34 | $2,429.49 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MOAT | GEAR | |
|---|---|---|
Pros |
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Cons |
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MOAT | GEAR |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |