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Compare MOAT vs. STW
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 State Street SPDR S&P/ASX 200 ETF (STW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 545 | 409 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,977.16 | $5,461.50 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | STW | |
|---|---|---|
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. | STW.AX was created on 2001-08-24 by State Street . The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 6521.04m in AUM and 204 holdings. The Investment Objective of State Street SPDR S&P/ASX 200 ETF is to match the performance of its Index before fees and other costs. |
Top 3 holdings | Microsoft Corp (2.72 %) LPL Financial Holdings Inc (2.71 %) Veeva Systems Inc Class A (2.69 %) | BHP Group Ltd (11.06 %) Commonwealth Bank of Australia (10.66 %) Westpac Banking Corp (4.68 %) |
Top 3 industries | Industrials (30.90 %) Information Technology (30.56 %) Other (18.38 %) | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) |
Top 3 countries | United States (97.57 %) Netherlands (2.43 %) | Australia (95.26 %) United States (3.26 %) United Kingdom of Great Britain and Northern Ireland (0.54 %) |
Management fee | 0.49 % | 0 % |
Key Summary
MOAT | STW | |
|---|---|---|
Issuer | VanEck | State Street |
Tracking index | Morningstar Wide Moat Focus Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0 % |
Price | $119.90 | $82.74 |
Size | $887.048 million | $6.652 billion |
10Y return | 166.21 % | 59.42 % |
Annual distribution yield (5Y) | 6.64 % | 4.43 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 545 | 409 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,977.16 | $5,461.50 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | STW | |
|---|---|---|
Pros |
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Cons |
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MOAT | STW |
|---|---|
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 |