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Compare MOAT vs. ZYUS
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 Global X S&P 500 High Yield Low Volatility ETF (ZYUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | ZYUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 539 | 79 |
Median incremental investment | $1,000.00 | $679.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,014.78 | $2,252.92 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | ZYUS | |
|---|---|---|
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. | ZYUS.AX was created on 2015-06-09 by Global X. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Global X S&P 500 High Yield Low Volatility ETF (ZYUS.AX) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P 500 Low Volatility High Dividend Index. |
Top 3 holdings | Veeva Systems Inc Class A (3.06 %) Airbnb Inc Ordinary Shares - Class A (3.05 %) Charles Schwab Corp (2.71 %) | Pfizer Inc (3.30 %) Verizon Communications Inc (3.23 %) General Mills Inc (3.16 %) |
Top 3 industries | Industrials (30.90 %) Information Technology (30.56 %) Other (18.38 %) | Consumer Staples (32.40 %) Real Estate (29.02 %) Energy (20.31 %) |
Top 3 countries | United States (97.57 %) Netherlands (2.43 %) | United States (97.95 %) United Kingdom of Great Britain and Northern Ireland (2.05 %) |
Management fee | 0.49 % | 0.35 % |
Key Summary
MOAT | ZYUS | |
|---|---|---|
Issuer | VanEck | Global X |
Tracking index | Morningstar Wide Moat Focus Index - AUD | S&P 500 Low Volatility High Dividend Index |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.35 % |
Price | $121.37 | $14.92 |
Size | $896.427 million | $72.576 million |
10Y return | 167.51 % | 20.03 % |
Annual distribution yield (5Y) | 6.64 % | 4.59 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 12/06/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | ZYUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 539 | 79 |
Median incremental investment | $1,000.00 | $679.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,014.78 | $2,252.92 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | ZYUS | |
|---|---|---|
Pros |
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Cons |
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MOAT | ZYUS |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |