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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 | 557 | 0 |
Median incremental investment | $1,000.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $4,126.65 | $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 (3.38 %) United Parcel Service Inc Class B (3.18 %) IDEX Corp (2.99 %) | Microsoft Corp (6.47 %) NVIDIA Corp (6.07 %) JPMorgan Chase & Co (4.50 %) |
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 | $125.38 | $6.50 |
Size | $959.004 million | N/A |
10Y return | 222.31 % | 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 | 557 | 0 |
Median incremental investment | $1,000.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $4,126.65 | $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 |