Compare AU

Compare MOAT vs. WDMF

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

Morningstar US 'Wide Moat'

ASX

Buy

Buy

Overview
Performance

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 Morningstar US 'Wide Moat' (MOAT) and the Edge MSCI World Multifactor (WDMF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MOAT

WDMF

Popularity

Low

Low

Pearlers invested

523

1

Median incremental investment

$1,000.00

$15,993.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$4,447.74

$145,099.76

Average age group

> 35

> 35


Key Summary

MOAT

WDMF

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.

WDMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 165.37m in AUM and 437 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses.

Top 3 holdings

Salesforce Inc (3.07 %)

Bristol-Myers Squibb Co (3.01 %)

Gilead Sciences Inc (2.97 %)

MICROSOFT CORP (4.67 %)

APPLE INC (4.18 %)

NVIDIA CORP (4.14 %)

Top 3 industries

Other (23.89 %)

Health Care (21.03 %)

Information Technology (20.60 %)

Information Technology (26.81 %)

Financials (15.04 %)

Consumer Discretionary (12.37 %)

Top 3 countries

United States (98.74 %)

Netherlands (1.26 %)

United States (68.87 %)

Japan (7.42 %)

Canada (2.86 %)

Management fee

0.49 %

0.35 %


Key Summary

MOAT

WDMF

Issuer

VanEck

iShares

Tracking index

Morningstar Wide Moat Focus Index - AUD

MSCI World Diversified Multiple-Factor (AUD) Index - AUD

Asset class

ETF

ETF

Management fee

0.49 %

0.35 %

Price

$134.53

$48.00

Size

$1.007 billion

$170.805 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.81 %

5.03 %

Market

ASX

ASX

First listed date

26/06/2015

14/10/2016

Purchase fee

$6.50

$6.50


Community Stats

MOAT

WDMF

Popularity

Low

Low

Pearlers invested

523

1

Median incremental investment

$1,000.00

$15,993.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$4,447.74

$145,099.76

Average age group

> 35

> 35


Pros and Cons

MOAT

WDMF

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

MOAT

WDMF

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

Lower distribution yield

Higher distribution yield

Home