Compare AU
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 Trust (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 | 524 | 218 |
Median incremental investment | $1,000.00 | $1,192.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,247.75 | $2,828.70 |
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 Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index (the Index). |
Top 3 holdings | Alphabet Inc Class A (2.82 %) Bristol-Myers Squibb Co (2.81 %) The Walt Disney Co (2.81 %) | Apple Inc (7.00 %) NVIDIA Corp (6.60 %) Microsoft Corp (6.23 %) |
Top 3 industries | Health Care (39.80 %) Other (23.89 %) Communication Services (21.11 %) | Information Technology (60.74 %) Consumer Discretionary (17.10 %) Communication Services (12.81 %) |
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 | $130.70 | $942.90 |
Size | $1.066 billion | $962.594 billion |
10Y return | N/A | 283.29 % |
Annual distribution yield (5Y) | 3.81 % | 1.36 % |
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 | 524 | 218 |
Median incremental investment | $1,000.00 | $1,192.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,247.75 | $2,828.70 |
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 |