Compare AU
Compare MOAT vs. VLUE
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 MSCI International Value ETF (VLUE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | VLUE | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 531 | 25 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,295.61 | $3,169.40 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | VLUE | |
---|---|---|
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. | VLUE.AX was created on 2021-03-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. VLUE.AX gives investors a diversified portfolio of 250 international developed market large- and mid-cap companies, with high value scores as calculated by MSCI at each rebalance. |
Top 3 holdings | Bristol-Myers Squibb Co (2.90 %) Alphabet Inc Class A (2.86 %) The Walt Disney Co (2.85 %) | Cisco Systems Inc (3.69 %) International Business Machines Corp (2.77 %) Qualcomm Inc (2.50 %) |
Top 3 industries | Health Care (49.83 %) Other (23.89 %) Communication Services (20.56 %) | Information Technology (49.50 %) Communication Services (19.40 %) Financials (13.99 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | United States (44.95 %) Japan (21.76 %) United Kingdom of Great Britain and Northern Ireland (7.35 %) |
Management fee | 0.49 % | 0.4 % |
Key Summary
MOAT | VLUE | |
---|---|---|
Issuer | VanEck | VanEck |
Tracking index | Morningstar Wide Moat Focus Index - AUD | MSCI World ex Australia Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.4 % |
Price | $130.17 | $27.56 |
Size | $1.067 billion | $290.016 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.59 % | 2.00 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 09/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | VLUE | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 531 | 25 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,295.61 | $3,169.40 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | VLUE | |
---|---|---|
Pros |
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Cons |
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MOAT | VLUE |
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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 |