Compare AU
Compare MOAT vs. WXOZ
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 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 |
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Cons |
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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 |