Back
Compare AU
Compare MOAT vs. XASG
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 Alphinity Global Sustainable Equity Fund - Active ETF (XASG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | XASG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 559 | 0 |
Median incremental investment | $1,000.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $3,871.56 | $0 |
Average age group | > 35 | N/A |
Key Summary
MOAT | XASG | |
|---|---|---|
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. | XASG.AX was created on 2021-06-02 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund primarily invests in a diversified portfolio of leading global sustainable companies, which are aligned with one or more of the United Nations Sustainable Development Goals (SDGs), with strong ESG characteristics. |
Top 3 holdings | Huntington Ingalls Industries Inc (3.51 %) Bristol-Myers Squibb Co (3.09 %) IDEX Corp (2.90 %) | NVIDIA Corp (6.56 %) Microsoft Corp (6.44 %) AstraZeneca PLC (4.44 %) |
Top 3 industries | Industrials (30.90 %) Information Technology (30.56 %) Other (18.38 %) | Information Technology (50.71 %) Financials (18.80 %) Health Care (15.55 %) |
Top 3 countries | United States (97.57 %) Netherlands (2.43 %) | United States (82.16 %) United Kingdom of Great Britain and Northern Ireland (4.23 %) Singapore (4.01 %) |
Management fee | 0.49 % | 0.75 % |
Key Summary
MOAT | XASG | |
|---|---|---|
Issuer | VanEck | Alphinity |
Tracking index | Morningstar Wide Moat Focus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.75 % |
Price | $117.37 | $6.23 |
Size | $957.260 million | N/A |
10Y return | 194.01 % | N/A |
Annual distribution yield (5Y) | 5.77 % | 2.51 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 16/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | XASG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 559 | 0 |
Median incremental investment | $1,000.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $3,871.56 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
MOAT | XASG | |
|---|---|---|
Pros |
| |
Cons |
|
MOAT | XASG |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |