Compare AU
Compare MOAT vs. HEUR
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 Europe Currency Hedged ETF (HEUR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | HEUR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 529 | 13 |
Median incremental investment | $1,000.00 | $1,220.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,461.60 | $3,827.75 |
Average age group | > 35 | 26 - 35 |
Key Summary
MOAT | HEUR | |
---|---|---|
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. | HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars. |
Top 3 holdings | Bristol-Myers Squibb Co (2.82 %) Alphabet Inc Class A (2.77 %) Corteva Inc (2.75 %) | ASML HOLDING NV (6.63 %) SAP SE (6.21 %) LVMH MOET HENNESSY LOUIS VUITT (4.27 %) |
Top 3 industries | Health Care (49.83 %) Other (23.89 %) Communication Services (20.56 %) | Other (99.58 %) Financials (4.65 %) Consumer Staples (3.10 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | France (31.14 %) Germany (29.68 %) Netherlands (15.99 %) |
Management fee | 0.49 % | 0.56 % |
Key Summary
MOAT | HEUR | |
---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | Morningstar Wide Moat Focus Index - AUD | S&P Eurozone Exporters AUD Hedged Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.56 % |
Price | $132.03 | $15.27 |
Size | $1.067 billion | $44.468 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.59 % | 5.86 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 12/05/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | HEUR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 529 | 13 |
Median incremental investment | $1,000.00 | $1,220.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,461.60 | $3,827.75 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MOAT | HEUR | |
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Pros |
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Cons |
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MOAT | HEUR |
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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 |