Back
Compare AU
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 | 545 | 79 |
Median incremental investment | $1,000.00 | $682.66 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,977.16 | $2,134.08 |
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 ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 73.74m in AUM and 48 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index |
Top 3 holdings | Microsoft Corp (2.72 %) LPL Financial Holdings Inc (2.71 %) Veeva Systems Inc Class A (2.69 %) | Verizon Communications Inc (3.11 %) Pfizer Inc (3.00 %) The Kraft Heinz Co (2.97 %) |
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 | ETFS |
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 | $119.90 | $14.78 |
Size | $887.048 million | $75.140 million |
10Y return | 166.21 % | 19.00 % |
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 | 545 | 79 |
Median incremental investment | $1,000.00 | $682.66 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,977.16 | $2,134.08 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | ZYUS | |
|---|---|---|
Pros |
|
|
Cons |
|
|
MOAT | ZYUS |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |