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Compare AU
Compare MOAT vs. ULTB
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 iShares 20+ Year U.S. Treasury Bond (Hedged) ETF (ULTB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | ULTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 555 | 1 |
Median incremental investment | $1,000.00 | $25,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $4,247.10 | $76,186.23 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | ULTB | |
|---|---|---|
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. | N/A |
Top 3 holdings | Applied Materials Inc (3.42 %) Thermo Fisher Scientific Inc (3.13 %) Huntington Ingalls Industries Inc (3.10 %) | ISHARES $ TREASURY BOND 20+Y AUDHD (99.96 %) AUD CASH (0.03 %) EUR CASH (0.00 %) |
Top 3 industries | Industrials (30.90 %) Information Technology (30.56 %) Other (18.38 %) | |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | |
Management fee | 0.49 % | 0 % |
Key Summary
MOAT | ULTB | |
|---|---|---|
Issuer | VanEck | |
Tracking index | Morningstar Wide Moat Focus Index - AUD | |
Asset class | ETF | Stock |
Management fee | 0.49 % | 0 % |
Price | $127.64 | $92.95 |
Size | $1.003 billion | N/A |
10Y return | 202.68 % | N/A |
Annual distribution yield (5Y) | 4.86 % | 3.02 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 05/09/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | ULTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 555 | 1 |
Median incremental investment | $1,000.00 | $25,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $4,247.10 | $76,186.23 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | ULTB | |
|---|---|---|
Pros |
| |
Cons |
|
MOAT | ULTB |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |