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Compare AU
Compare MOAT vs. QOZ
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 Betashares Australia 200 Fundamental Value ETF (QOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 535 | 93 |
Median incremental investment | $1,000.00 | $1,191.11 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,829.98 | $2,563.42 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | QOZ | |
|---|---|---|
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. | QOZ.AX was created on 2013-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the BetaShares FTSE RAFI Australia 200 ETF is to provide an investment return that tracks the performance of the FTSE RAFI Australia 200 Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Meta Platforms Inc Class A (3.05 %) Microsoft Corp (2.86 %) Danaher Corp (2.74 %) | SPI 200 FUTURES DEC26 (0 %) BHP GROUP LTD (13.71 %) COMMONWEALTH BANK OF AUSTRALIA (5.89 %) |
Top 3 industries | Industrials (30.90 %) Information Technology (30.56 %) Other (18.38 %) | Financials (31.95 %) Materials (24.29 %) Energy (7.33 %) |
Top 3 countries | United States (97.57 %) Netherlands (2.43 %) | Australia (92.20 %) United States (6.36 %) United Kingdom of Great Britain and Northern Ireland (0.94 %) |
Management fee | 0.49 % | 0.4 % |
Key Summary
MOAT | QOZ | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | Morningstar Wide Moat Focus Index - AUD | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.4 % |
Price | $117.48 | $19.23 |
Size | $839.139 million | $1.417 billion |
10Y return | 163.23 % | 59.19 % |
Annual distribution yield (5Y) | 6.64 % | 5.34 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 535 | 93 |
Median incremental investment | $1,000.00 | $1,191.11 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,829.98 | $2,563.42 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | QOZ | |
|---|---|---|
Pros |
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Cons |
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MOAT | QOZ |
|---|---|
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 |