Compare AU
Compare MOAT vs. IISV
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 Intell Investor Select Value Shr Fund - Active ETF (IISV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 529 | 10 |
Median incremental investment | $1,000.00 | $746.43 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,356.99 | $5,874.44 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | IISV | |
|---|---|---|
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. | IISV.AX was created on 2023-03-31 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to outperform the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment |
Top 3 holdings | Bristol-Myers Squibb Co (2.90 %) Alphabet Inc Class A (2.86 %) The Walt Disney Co (2.85 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.81 %) RPMGlobal Holdings Ltd (7.20 %) CME Group Inc Class A (5.42 %) |
Top 3 industries | Health Care (49.83 %) Other (23.89 %) Communication Services (20.56 %) | Financials (39.80 %) Other (24.53 %) Information Technology (12.36 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | United States (42.65 %) Australia (20.03 %) United Kingdom of Great Britain and Northern Ireland (15.60 %) |
Management fee | 0.49 % | 0.97 % |
Key Summary
MOAT | IISV | |
|---|---|---|
Issuer | VanEck | Intelligent Investor |
Tracking index | Morningstar Wide Moat Focus Index - AUD | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.97 % |
Price | $132.03 | $3.57 |
Size | $1.067 billion | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.59 % | 0.07 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 30/03/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 529 | 10 |
Median incremental investment | $1,000.00 | $746.43 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,356.99 | $5,874.44 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | IISV | |
|---|---|---|
Pros |
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Cons |
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MOAT | IISV |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |