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Compare MOAT vs. R3AL
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 Clearbridge Real Income Fund - Active ETF (R3AL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 559 | 0 |
Median incremental investment | $1,000.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $3,766.40 | $0 |
Average age group | > 35 | N/A |
Key Summary
MOAT | R3AL | |
|---|---|---|
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. | R3AL.AX was created on 2010-11-17 by Martin Currie. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 490.4m in AUM and 39 holdings. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of Inflation. |
Top 3 holdings | Huntington Ingalls Industries Inc (3.61 %) Bristol-Myers Squibb Co (3.12 %) IDEX Corp (2.87 %) | Scentre Group (6.53 %) Aurizon Holdings Ltd (6.46 %) Transurban Group (5.74 %) |
Top 3 industries | Industrials (30.90 %) Information Technology (30.56 %) Other (18.38 %) | Real Estate (61.04 %) Industrials (20.02 %) Utilities (10.96 %) |
Top 3 countries | United States (97.57 %) Netherlands (2.43 %) | Australia (70.99 %) New Zealand (10.25 %) United States (7.21 %) |
Management fee | 0.49 % | 0 % |
Key Summary
MOAT | R3AL | |
|---|---|---|
Issuer | VanEck | Martin Currie |
Tracking index | Morningstar Wide Moat Focus Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0 % |
Price | $117.70 | $1.555 |
Size | $920.023 million | $472.840 million |
10Y return | 194.62 % | N/A |
Annual distribution yield (5Y) | 5.77 % | 4.17 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 27/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 559 | 0 |
Median incremental investment | $1,000.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $3,766.40 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
MOAT | R3AL | |
|---|---|---|
Pros |
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Cons |
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MOAT | R3AL |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |