Compare AU
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, 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 VanEck Australian Subordinated Debt ETF (SUBD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 529 | 18 |
Median incremental investment | $1,000.00 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,461.60 | $9,187.05 |
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 2135.66m in AUM and 31 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 | Bristol-Myers Squibb Co (2.82 %) Alphabet Inc Class A (2.77 %) Corteva Inc (2.75 %) | Commonwealth Bank of Australia (7.86 %) National Australia Bank Ltd. (6.58 %) ANZ Group Holdings Ltd. (5.83 %) |
Top 3 industries | Health Care (49.83 %) Other (23.89 %) Communication Services (20.56 %) | |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | |
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 | $132.03 | $25.17 |
Size | $1.067 billion | $2.167 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.59 % | 3.61 % |
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 | 529 | 18 |
Median incremental investment | $1,000.00 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,461.60 | $9,187.05 |
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 |
Lower distribution yield | Higher distribution yield |