Back
Compare AU
Compare MOAT vs. INCM
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 S&P Global High Dividend Aristocrat ETF (INCM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 544 | 118 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,956.70 | $1,500.15 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | INCM | |
|---|---|---|
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. | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. INCM.AX aims to track the performance of an index (before fees and expenses) that provides exposure to companies which have increased or maintained dividends every year for at least 10 consecutive years within developed markets outside of Australia. |
Top 3 holdings | LPL Financial Holdings Inc (2.75 %) Veeva Systems Inc Class A (2.71 %) Microsoft Corp (2.69 %) | MSCI WORLD INDEX SEP26 (0 %) KRW - KOREAN WON (0 %) MICROSOFT CORP (7.39 %) |
Top 3 industries | Industrials (30.90 %) Information Technology (30.56 %) Other (18.38 %) | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) |
Top 3 countries | United States (97.57 %) Netherlands (2.43 %) | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) |
Management fee | 0.49 % | 0.45 % |
Key Summary
MOAT | INCM | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | Morningstar Wide Moat Focus Index - AUD | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.45 % |
Price | $120.80 | $20.53 |
Size | $890.623 million | $102.951 million |
10Y return | 167.02 % | N/A |
Annual distribution yield (5Y) | 6.64 % | 4.57 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 544 | 118 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,956.70 | $1,500.15 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | INCM | |
|---|---|---|
Pros |
|
|
Cons |
|
|
MOAT | INCM |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |