Compare AU

Compare MOAT vs. GLOB

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, 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 Barrow Hanley Global Share Fund (Managed Fund) (GLOB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MOAT

GLOB

Popularity

Low

Low

Pearlers invested

522

5

Median incremental investment

$1,000.00

$992.24

Median investment frequency

Monthly

Monthly

Median total investment

$4,408.80

$4,468.49

Average age group

> 35

26 - 35


Key Summary

MOAT

GLOB

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.

GLOB.AX was created on 2022-06-06 by Barrow Hanley. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with long-term capital growth through investment in quality global shares and to outperform the MSCI World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods.

Top 3 holdings

Alphabet Inc Class A (2.79 %)

The Walt Disney Co (2.77 %)

Bristol-Myers Squibb Co (2.75 %)

Bank of Nova Scotia (3.31 %)

Comcast Corp Class A (2.93 %)

Merck & Co Inc (2.90 %)

Top 3 industries

Health Care (49.22 %)

Other (23.89 %)

Communication Services (20.70 %)

Health Care (20.87 %)

Utilities (18.30 %)

Financials (12.59 %)

Top 3 countries

United States (98.74 %)

Netherlands (1.26 %)

United States (51.22 %)

France (7.50 %)

Canada (7.35 %)

Management fee

0.49 %

0.99 %


Key Summary

MOAT

GLOB

Issuer

VanEck

Barrow Hanley

Tracking index

Morningstar Wide Moat Focus Index - AUD

MSCI World Index

Asset class

ETF

ETF

Management fee

0.49 %

0.99 %

Price

$133.60

$4.81

Size

$1.067 billion

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.59 %

3.69 %

Market

ASX

ASX

First listed date

26/06/2015

05/06/2022

Purchase fee

$6.50

$6.50


Community Stats

MOAT

GLOB

Popularity

Low

Low

Pearlers invested

522

5

Median incremental investment

$1,000.00

$992.24

Median investment frequency

Monthly

Monthly

Median total investment

$4,408.80

$4,468.49

Average age group

> 35

26 - 35


Pros and Cons

MOAT

GLOB

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

MOAT

GLOB

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

Home