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Compare AU

Compare MQIO vs. GOAT

Compare shares and ETFs on the ASX that you can trade on Pearler.

Macquarie Income Opportunities Active ETF

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 MQIO and GOAT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MQIO

GOAT

Popularity

Low

Low

Pearlers invested

1

54

Median incremental investment

$20,000.00

$703.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$19,731.70

$2,437.08

Average age group

> 35

> 35

Key Summary

MQIO

GOAT

Strategy

MQIO.AX was created on 2023-11-22 by Macquarie. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to outperform the Bloomberg AusBond Bank Bill Index over the medium term (before fees).

GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 60.18m in AUM and 67 holdings. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis.

Top 3 holdings

Macquarie Income Opportunities Active ETF (100 %)

GSK PLC (2.50 %)

Bristol-Myers Squibb Co (2.48 %)

Roche Holding AG (2.42 %)

Top 3 industries

Consumer Discretionary (29.90 %)

Other (20.97 %)

Consumer Staples (20.74 %)

Top 3 countries

United States (39.67 %)

Australia (37.89 %)

United Kingdom of Great Britain and Northern Ireland (21.05 %)

United States (39.56 %)

Netherlands (13.15 %)

Japan (10.20 %)

Management fee

0.492 %

0.55 %

Key Summary

MQIO

GOAT

Issuer

Macquarie

VanEck

Tracking index

Morningstar Developed Markets ex-Australia Wide Moat Focus Index

Asset class

ETF

ETF

Management fee

0.492 %

0.55 %

Price

$10.61

$26.94

Size

N/A

$58.443 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

2.44 %

3.84 %

Market

ASX

ASX

First listed date

21/11/2023

09/09/2020

Purchase fee

$6.50

$6.50

Community Stats

MQIO

GOAT

Popularity

Low

Low

Pearlers invested

1

54

Median incremental investment

$20,000.00

$703.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$19,731.70

$2,437.08

Average age group

> 35

> 35

Pros and Cons

MQIO

GOAT

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

MQIO

GOAT

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield