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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 VanEck Morningstar Wide Moat ETF (MOAT) and the State Street SPDR S&P World Ex Australia Carbon Aware ETF (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 | 558 | 23 |
Median incremental investment | $1,000.00 | $1,003.72 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,357.65 | $3,271.04 |
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 ETF currently has 659.48m in AUM and 690 holdings. The State Street SPDR S&P World ex Australia Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware Index. |
Top 3 holdings | Huntington Ingalls Industries Inc (3.36 %) The Estee Lauder Companies Inc Class A (2.92 %) United Parcel Service Inc Class B (2.84 %) | NVIDIA Corp (6.27 %) Apple Inc (5.05 %) Microsoft Corp (4.07 %) |
Top 3 industries | Industrials (30.90 %) Information Technology (30.56 %) Other (18.38 %) | Information Technology (64.85 %) Communication Services (18.83 %) Financials (7.62 %) |
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 % | 0.04 % |
Key Summary
MOAT | WXOZ | |
|---|---|---|
Issuer | VanEck | SPDR |
Tracking index | Morningstar Wide Moat Focus Index - AUD | S&P Developed Ex-Australia LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.04 % |
Price | $131.87 | $50.94 |
Size | $1.036 billion | $665.676 million |
10Y return | 238.82 % | 117.32 % |
Annual distribution yield (5Y) | 5.77 % | 6.71 % |
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 | 558 | 23 |
Median incremental investment | $1,000.00 | $1,003.72 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,357.65 | $3,271.04 |
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 |