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Compare MOAT vs. XCO2

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, shares and ETFs are a popular choice. Two options in the ASX are MOAT and XCO2. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MOAT

XCO2

Popularity

Low

Low

Pearlers invested

522

18

Median incremental investment

$1,000.00

$820.00

Median investment frequency

Monthly

Monthly

Median total investment

$4,422.99

$1,103.93

Average age group

> 35

26 - 35


Key Summary

MOAT

XCO2

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.

XCO2.AX was created on 2022-10-11 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. VanEck Global Carbon Credits ETF (Synthetic) gives investors exposure to the price of carbon as reflected in futures markets

Top 3 holdings

Salesforce Inc (3.26 %)

Bristol-Myers Squibb Co (2.95 %)

Autodesk Inc (2.90 %)

VanEck Global Carbon Credits ETF (Synthetic) (100 %)

Top 3 industries

Health Care (38.79 %)

Other (23.89 %)

Information Technology (21.95 %)

Top 3 countries

United States (98.74 %)

Netherlands (1.26 %)

Management fee

0.49 %

0.45 %


Key Summary

MOAT

XCO2

Issuer

VanEck

VanEck

Tracking index

Morningstar Wide Moat Focus Index - AUD

ICE Global Carbon Futures Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.49 %

0.45 %

Price

$134.03

$17.95

Size

$1.072 billion

$2.839 million

10Y return

N/A

N/A

Annual distribution/โ€Šdividend yield (5Y)

3.81 %

0.45 %

Market

ASX

ASX

First listed date

26/06/2015

12/10/2022

Purchase fee

$6.50

$6.50


Community Stats

MOAT

XCO2

Popularity

Low

Low

Pearlers invested

522

18

Median incremental investment

$1,000.00

$820.00

Median investment frequency

Monthly

Monthly

Median total investment

$4,422.99

$1,103.93

Average age group

> 35

26 - 35


Pros and Cons

MOAT

XCO2

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

MOAT

XCO2

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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