Compare AU

Compare MOAT vs. WXOZ

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 SPDR S&P World Ex Australia Carbon Control Fund (WXOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MOAT

WXOZ

Popularity

Low

Low

Pearlers invested

529

11

Median incremental investment

$1,000.00

$1,190.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,356.99

$2,551.02

Average age group

> 35

> 35


Key Summary

MOAT

WXOZ

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.

WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The Investment Objective of SPDR S&P World Ex Australia Carbon Control Fund is to match the performance of its Index before fees and other costs.

Top 3 holdings

Bristol-Myers Squibb Co (2.90 %)

Alphabet Inc Class A (2.86 %)

The Walt Disney Co (2.85 %)

Apple Inc (5.48 %)

Microsoft Corp (4.67 %)

NVIDIA Corp (4.55 %)

Top 3 industries

Health Care (49.83 %)

Other (23.89 %)

Communication Services (20.56 %)

Information Technology (57.36 %)

Communication Services (15.19 %)

Consumer Discretionary (9.28 %)

Top 3 countries

United States (98.74 %)

Netherlands (1.26 %)

United States (66.13 %)

Japan (8.26 %)

United Kingdom of Great Britain and Northern Ireland (4.57 %)

Management fee

0.49 %

0.07 %


Key Summary

MOAT

WXOZ

Issuer

VanEck

SPDR

Tracking index

Morningstar Wide Moat Focus Index - AUD

S&P Developed ex Australia LargeMidCap AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.49 %

0.07 %

Price

$132.03

$50.02

Size

$1.067 billion

$425.851 million

10Y return

N/A

106.78 %

Annual distribution yield (5Y)

3.59 %

5.73 %

Market

ASX

ASX

First listed date

26/06/2015

19/03/2013

Purchase fee

$6.50

$6.50


Community Stats

MOAT

WXOZ

Popularity

Low

Low

Pearlers invested

529

11

Median incremental investment

$1,000.00

$1,190.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,356.99

$2,551.02

Average age group

> 35

> 35


Pros and Cons

MOAT

WXOZ

Pros

  • Higher exposure to US market

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

MOAT

WXOZ

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

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