Compare AU
Compare MOAT vs. IHWL
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 Morningstar US 'Wide Moat' (MOAT) and the Core MSCI World All Cap (AUD Hedged) (IHWL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | IHWL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 522 | 44 |
Median incremental investment | $1,000.00 | $1,568.99 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,302.03 | $4,330.91 |
Average age group | > 35 | 26 - 35 |
Key Summary
MOAT | IHWL | |
|---|---|---|
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. | IHWL.AX was created on 2016-04-22 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Investable Market AUD Hedged Index, before fees and expenses. The index is designed to measure the AUD hedged performance of global, developed market large-, mid- and small-capitalisation companies. |
Top 3 holdings | Alphabet Inc Class A (2.79 %) The Walt Disney Co (2.77 %) Bristol-Myers Squibb Co (2.75 %) | NVIDIA CORP (9.88 %) MICROSOFT CORP (8.59 %) ALPHABET INC CLASS A (2.79 %) |
Top 3 industries | Health Care (39.80 %) Other (23.89 %) Communication Services (21.11 %) | Information Technology (28.36 %) Financials (14.78 %) Consumer Discretionary (11.99 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | United States (74.50 %) Japan (6.43 %) United Kingdom of Great Britain and Northern Ireland (3.39 %) |
Management fee | 0.49 % | 0.19 % |
Key Summary
MOAT | IHWL | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | Morningstar Wide Moat Focus Index - AUD | MSCI World IMI 100% Hedged to AUD Net Variant |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.19 % |
Price | $133.60 | $53.20 |
Size | $1.066 billion | $543.627 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.59 % | 3.67 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 28/04/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | IHWL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 522 | 44 |
Median incremental investment | $1,000.00 | $1,568.99 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,302.03 | $4,330.91 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MOAT | IHWL | |
|---|---|---|
Pros |
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Cons |
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MOAT | IHWL |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |