Compare AU
Compare MOAT vs. IOZ
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 S&P Aussie 200 (IOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 523 | 695 |
Median incremental investment | $1,000.00 | $1,007.67 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,447.74 | $2,373.70 |
Average age group | > 35 | 26 - 35 |
Key Summary
MOAT | IOZ | |
|---|---|---|
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. | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. |
Top 3 holdings | Salesforce Inc (3.07 %) Bristol-Myers Squibb Co (3.01 %) Gilead Sciences Inc (2.97 %) | COMMONWEALTH BANK OF AUSTRALIA (9.67 %) BHP GROUP LTD (8.63 %) CSL LTD (5.87 %) |
Top 3 industries | Other (23.89 %) Health Care (21.03 %) Information Technology (20.60 %) | Financials (32.62 %) Materials (18.81 %) Health Care (8.87 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) |
Management fee | 0.49 % | 0.05 % |
Key Summary
MOAT | IOZ | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | Morningstar Wide Moat Focus Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.05 % |
Price | $134.53 | $33.71 |
Size | $1.007 billion | $6.311 billion |
10Y return | N/A | 48.37 % |
Annual distribution yield (5Y) | 3.81 % | 5.36 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 523 | 695 |
Median incremental investment | $1,000.00 | $1,007.67 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,447.74 | $2,373.70 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MOAT | IOZ | |
|---|---|---|
Pros |
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Cons |
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MOAT | IOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |