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Compare MOAT vs. HHIF

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, shares and ETFs are a popular choice. Two options in the ASX are MOAT and HHIF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MOAT

HHIF

Popularity

Low

N/A

Pearlers invested

523

0

Median incremental investment

$1,000.00

$0

Median investment frequency

Monthly

N/A

Median total investment

$4,393.29

$0

Average age group

> 35

N/A


Key Summary

MOAT

HHIF

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.

HHIF.AX was created on 2024-05-02 by Hejaz . The fund's investment portfolio concentrates primarily on theme equity. To achieve a (total) return at least equal to movements in the Benchmark over a rolling 5 to 7-year timeframe through exposure to a diversified equities portfolio of Shariah Compliant listed companies poised to outperform the broader market

Top 3 holdings

Salesforce Inc (3.26 %)

Bristol-Myers Squibb Co (2.95 %)

Autodesk Inc (2.90 %)

Hejaz High Innovation Active ETF (100 %)

Top 3 industries

Other (23.89 %)

Health Care (21.03 %)

Information Technology (20.60 %)

Top 3 countries

United States (98.74 %)

Netherlands (1.26 %)

Management fee

0.49 %

1.55 %


Key Summary

MOAT

HHIF

Issuer

VanEck

Hejaz

Tracking index

Morningstar Wide Moat Focus Index - AUD

Asset class

ETF

ETF

Management fee

0.49 %

1.55 %

Price

$134.03

$0.98

Size

$1.007 billion

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

3.81 %

- %

Market

ASX

ASX

First listed date

26/06/2015

29/04/2024

Purchase fee

$6.50

$6.50


Community Stats

MOAT

HHIF

Popularity

Low

N/A

Pearlers invested

523

0

Median incremental investment

$1,000.00

$0

Median investment frequency

Monthly

N/A

Median total investment

$4,393.29

$0

Average age group

> 35

N/A


Pros and Cons

MOAT

HHIF

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MOAT

HHIF

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

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