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Compare MOAT vs. VSO
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 Vanguard MSCI Australian Small Companies Index ETF (VSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 531 | 311 |
Median incremental investment | $1,000.00 | $996.81 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,915.45 | $2,663.63 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | VSO | |
|---|---|---|
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. | VSO.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on small cap equity. Vanguard MSCI Australian Small Companies Index ETF seeks to track the return of the MSCI Australian Shares Small Cap Index before taking into account fees, expenses and tax. |
Top 3 holdings | Meta Platforms Inc Class A (2.96 %) Microsoft Corp (2.85 %) Danaher Corp (2.75 %) | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) |
Top 3 industries | Industrials (30.90 %) Information Technology (30.56 %) Other (18.38 %) | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) |
Top 3 countries | United States (97.57 %) Netherlands (2.43 %) | Australia (98.27 %) United Kingdom of Great Britain and Northern Ireland (0.95 %) United States (0.69 %) |
Management fee | 0.49 % | 0.3 % |
Key Summary
MOAT | VSO | |
|---|---|---|
Issuer | VanEck | Vanguard |
Tracking index | Morningstar Wide Moat Focus Index - AUD | MSCI Australian Shares Small Cap Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.3 % |
Price | $119.31 | $71.28 |
Size | $854.896 million | N/A |
10Y return | 169.99 % | 45.53 % |
Annual distribution yield (5Y) | 6.64 % | 4.87 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 531 | 311 |
Median incremental investment | $1,000.00 | $996.81 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,915.45 | $2,663.63 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | VSO | |
|---|---|---|
Pros |
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Cons |
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MOAT | VSO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |