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Compare AU
Compare MOAT vs. MVB
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 VanEck Australian Banks ETF (MVB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | MVB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 545 | 174 |
Median incremental investment | $1,000.00 | $771.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,977.16 | $2,258.41 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | MVB | |
|---|---|---|
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. | MVB.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on financials equity. MVB.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim to provide investment returns before fees and other costs which track the performance of the Index. |
Top 3 holdings | Microsoft Corp (2.72 %) LPL Financial Holdings Inc (2.71 %) Veeva Systems Inc Class A (2.69 %) | National Australia Bank Ltd (21.02 %) Commonwealth Bank of Australia (20.10 %) ANZ Group Holdings Ltd (19.68 %) |
Top 3 industries | Industrials (30.90 %) Information Technology (30.56 %) Other (18.38 %) | Financials (99.99 %) Other (0.10 %) |
Top 3 countries | United States (97.57 %) Netherlands (2.43 %) | Australia (100.00 %) |
Management fee | 0.49 % | 0.28 % |
Key Summary
MOAT | MVB | |
|---|---|---|
Issuer | VanEck | VanEck |
Tracking index | Morningstar Wide Moat Focus Index - AUD | MVIS Australia Banks Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.28 % |
Price | $119.90 | $45.55 |
Size | $887.048 million | $310.780 million |
10Y return | 166.21 % | 84.64 % |
Annual distribution yield (5Y) | 6.64 % | 4.60 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 16/10/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | MVB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 545 | 174 |
Median incremental investment | $1,000.00 | $771.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,977.16 | $2,258.41 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | MVB | |
|---|---|---|
Pros |
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Cons |
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MOAT | MVB |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |