Compare AU
Compare MOAT vs. IZZ
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 FTSE China 50 (IZZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | IZZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 523 | 32 |
Median incremental investment | $1,000.00 | $2,600.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,393.29 | $4,048.38 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | IZZ | |
|---|---|---|
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. | IZZ.AX was created on 2004-10-05 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 376.32m in AUM and 50 holdings. The fund aims to provide investors with the performance of the FTSE China 50 Index, before fees and expenses. The index is designed to measure the performance of 50 of the largest and most liquid Chinese companies which trade on the Hong Kong Stock Exchange |
Top 3 holdings | Salesforce Inc (3.26 %) Bristol-Myers Squibb Co (2.95 %) Autodesk Inc (2.90 %) | MEITUAN (10.47 %) ALIBABA GROUP HOLDING LTD (8.86 %) TENCENT HOLDINGS LTD (8.29 %) |
Top 3 industries | Other (23.89 %) Health Care (21.03 %) Information Technology (20.60 %) | Other (58.33 %) Consumer Discretionary (21.66 %) Communication Services (10.44 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | China (100.00 %) |
Management fee | 0.49 % | 0.74 % |
Key Summary
MOAT | IZZ | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | Morningstar Wide Moat Focus Index - AUD | FTSE China 50 Net Tax USD Index |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.74 % |
Price | $134.03 | $49.14 |
Size | $1.007 billion | $338.261 million |
10Y return | N/A | 2.23 % |
Annual distribution yield (5Y) | 3.81 % | 1.97 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 15/11/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | IZZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 523 | 32 |
Median incremental investment | $1,000.00 | $2,600.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,393.29 | $4,048.38 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | IZZ | |
|---|---|---|
Pros |
| |
Cons |
|
MOAT | IZZ |
|---|---|
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 |