Compare AU
Compare MOAT vs. MVE
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 S&P/ASX Midcap ETF (MVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | MVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 550 | 40 |
Median incremental investment | $1,000.00 | $704.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,028.97 | $3,049.94 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | MVE | |
|---|---|---|
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. | MVE.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund is designed to capture the performance of the 50 midcap companies listed on ASX having Market Capitalisation ranking from 51 to 100. |
Top 3 holdings | Boeing Co (3.18 %) Monolithic Power Systems Inc (3.08 %) Huntington Ingalls Industries Inc (3.01 %) | Evolution Mining Ltd (5.64 %) REA Group Ltd (4.23 %) JB Hi Fi Ltd (3.71 %) |
Top 3 industries | Industrials (32.49 %) Other (23.89 %) Information Technology (19.81 %) | Materials (24.46 %) Consumer Discretionary (20.16 %) Real Estate (16.44 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | |
Management fee | 0.49 % | 0.45 % |
Key Summary
MOAT | MVE | |
|---|---|---|
Issuer | VanEck | VanEck |
Tracking index | Morningstar Wide Moat Focus Index - AUD | S&P/ASX Midcap 50 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.45 % |
Price | $122.09 | $41.78 |
Size | $982.175 million | $365.027 million |
10Y return | N/A | 83.00 % |
Annual distribution yield (5Y) | 3.59 % | 3.48 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 16/10/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | MVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 550 | 40 |
Median incremental investment | $1,000.00 | $704.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,028.97 | $3,049.94 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | MVE | |
|---|---|---|
Pros |
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Cons |
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MOAT | MVE |
|---|---|
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 |