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Compare MOAT vs. U100
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 Global X Us 100 ETF. (U100). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | U100 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 557 | 204 |
Median incremental investment | $1,000.00 | $1,205.03 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,100.25 | $3,237.65 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | U100 | |
|---|---|---|
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. | U100.AX was created on 2023-08-21 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Global X US 100 Index. |
Top 3 holdings | Huntington Ingalls Industries Inc (3.32 %) United Parcel Service Inc Class B (3.18 %) Bristol-Myers Squibb Co (2.97 %) | NVIDIA Corp (10.59 %) Apple Inc (9.33 %) Microsoft Corp (6.89 %) |
Top 3 industries | Industrials (30.90 %) Information Technology (30.56 %) Other (18.38 %) | Information Technology (70.72 %) Communication Services (13.08 %) Consumer Discretionary (11.14 %) |
Top 3 countries | United States (97.57 %) Netherlands (2.43 %) | United States (93.27 %) Taiwan (2.18 %) Netherlands (1.32 %) |
Management fee | 0.49 % | 0.24 % |
Key Summary
MOAT | U100 | |
|---|---|---|
Issuer | VanEck | Global X |
Tracking index | Morningstar Wide Moat Focus Index - AUD | Global X US 100 Index - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.24 % |
Price | $124.25 | $14.65 |
Size | $959.004 million | $78.257 million |
10Y return | 222.56 % | N/A |
Annual distribution yield (5Y) | 5.77 % | 1.11 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 22/08/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | U100 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 557 | 204 |
Median incremental investment | $1,000.00 | $1,205.03 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,100.25 | $3,237.65 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | U100 | |
|---|---|---|
Pros |
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Cons |
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MOAT | U100 |
|---|---|
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 |