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Compare MOAT vs. SPY
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 SPDR S&P 500 ETF (SPY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 553 | 307 |
Median incremental investment | $1,000.00 | $1,203.49 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,433.55 | $3,106.05 |
Average age group | > 35 | 26 - 35 |
Key Summary
MOAT | SPY | |
|---|---|---|
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. | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The SPDR S&P 500 ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index. |
Top 3 holdings | Huntington Ingalls Industries Inc (3.16 %) United Parcel Service Inc Class B (2.83 %) The Estee Lauder Companies Inc Class A (2.83 %) | NVIDIA Corp (7.76 %) Apple Inc (6.86 %) Microsoft Corp (6.14 %) |
Top 3 industries | Industrials (30.90 %) Information Technology (30.56 %) Other (18.38 %) | Information Technology (62.86 %) Consumer Discretionary (15.15 %) Communication Services (13.10 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) |
Management fee | 0.49 % | 0.0945 % |
Key Summary
MOAT | SPY | |
|---|---|---|
Issuer | VanEck | SPDR |
Tracking index | Morningstar Wide Moat Focus Index - AUD | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.0945 % |
Price | $134.04 | $1,035.00 |
Size | $1.009 billion | $64.698 thousand |
10Y return | 242.46 % | 279.68 % |
Annual distribution yield (5Y) | 4.86 % | 1.15 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 13/10/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 553 | 307 |
Median incremental investment | $1,000.00 | $1,203.49 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,433.55 | $3,106.05 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MOAT | SPY | |
|---|---|---|
Pros |
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Cons |
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MOAT | SPY |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |