Compare AU

Compare MOAT vs. USTB

Compare shares and ETFs on the ASX that you can trade on Pearler.

VanEck Morningstar Wide Moat ETF

ASX

Buy

Buy

Overview
Performance

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 USTB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MOAT

USTB

Popularity

Low

Low

Pearlers invested

529

3

Median incremental investment

$1,000.00

$504.96

Median investment frequency

Monthly

Fortnightly

Median total investment

$4,356.99

$566.06

Average age group

> 35

> 35


Key Summary

MOAT

USTB

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.

USTB.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. ETFS US Treasury Bond (Currency Hedged) ETF (ASX Code: USTB.AX) invests in US Treasuries across the yield curve while providing currency hedging. US Treasuries are some of the most liquid and closely followed investments in the world.

Top 3 holdings

Bristol-Myers Squibb Co (2.90 %)

Alphabet Inc Class A (2.86 %)

The Walt Disney Co (2.85 %)

Global X Us Treasury Bond ETF (Currency Hedged). (100 %)

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 %

0.19 %


Key Summary

MOAT

USTB

Issuer

VanEck

Global X

Tracking index

Morningstar Wide Moat Focus Index - AUD

iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.49 %

0.19 %

Price

$132.03

$9.13

Size

$1.067 billion

N/A

10Y return

N/A

N/A

Annual distribution/โ€Šdividend yield (5Y)

3.59 %

1.17 %

Market

ASX

ASX

First listed date

26/06/2015

04/07/2022

Purchase fee

$6.50

$6.50


Community Stats

MOAT

USTB

Popularity

Low

Low

Pearlers invested

529

3

Median incremental investment

$1,000.00

$504.96

Median investment frequency

Monthly

Fortnightly

Median total investment

$4,356.99

$566.06

Average age group

> 35

> 35


Pros and Cons

MOAT

USTB

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

MOAT

USTB

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

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