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Compare MOAT vs. SUBD
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are MOAT and SUBD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 559 | 27 |
Median incremental investment | $1,000.00 | $10,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,873.21 | $16,260.45 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | SUBD | |
|---|---|---|
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. | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 3463.78m in AUM and 36 holdings. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of the Index. |
Top 3 holdings | Huntington Ingalls Industries Inc (3.51 %) Bristol-Myers Squibb Co (3.09 %) IDEX Corp (2.90 %) | VanEck Australian Subordinated Debt ETF (100 %) |
Top 3 industries | Industrials (30.90 %) Information Technology (30.56 %) Other (18.38 %) | |
Top 3 countries | United States (97.57 %) Netherlands (2.43 %) | |
Management fee | 0.49 % | 0.29 % |
Key Summary
MOAT | SUBD | |
|---|---|---|
Issuer | VanEck | VanEck |
Tracking index | Morningstar Wide Moat Focus Index - AUD | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.29 % |
Price | $117.37 | $25.21 |
Size | $920.023 million | $3.526 billion |
10Y return | 194.01 % | N/A |
Annual distribution/ dividend yield (5Y) | 5.77 % | 3.45 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 30/10/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 559 | 27 |
Median incremental investment | $1,000.00 | $10,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,873.21 | $16,260.45 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | SUBD | |
|---|---|---|
Pros |
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Cons |
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MOAT | SUBD |
|---|---|
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 |