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Compare MOAT vs. MVS
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 Small Companies Masters ETF (MVS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 559 | 11 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,871.56 | $1,598.28 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | MVS | |
|---|---|---|
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. | MVS.AX was created on 2015-05-26 by VanEck. The fund's investment portfolio concentrates primarily on small cap equity. The Fund gives investors exposure to a portfolio that only includes the most liquid small-cap ASX-listed companies that generate revenues in Australia and did not omit their latest dividend payment. |
Top 3 holdings | Huntington Ingalls Industries Inc (3.57 %) Bristol-Myers Squibb Co (3.05 %) IDEX Corp (2.89 %) | Kingsgate Consolidated Ltd (4.02 %) Resolute Mining Ltd (2.95 %) Westgold Resources Ltd (2.93 %) |
Top 3 industries | Industrials (30.90 %) Information Technology (30.56 %) Other (18.38 %) | Materials (29.84 %) Industrials (20.16 %) Information Technology (19.89 %) |
Top 3 countries | United States (97.57 %) Netherlands (2.43 %) | Australia (98.81 %) New Zealand (1.19 %) |
Management fee | 0.49 % | 0.49 % |
Key Summary
MOAT | MVS | |
|---|---|---|
Issuer | VanEck | VanEck |
Tracking index | Morningstar Wide Moat Focus Index - AUD | MVIS Australia Small-Cap Dividend Payers Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.49 % |
Price | $117.32 | $21.03 |
Size | $957.260 million | $212.139 million |
10Y return | 193.89 % | 28.94 % |
Annual distribution yield (5Y) | 5.77 % | 3.80 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 28/05/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 559 | 11 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,871.56 | $1,598.28 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | MVS | |
|---|---|---|
Pros |
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Cons |
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MOAT | MVS |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |