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Compare MTUM vs. MOAT
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 Betashares Australian Momentum ETF (MTUM) and the VanEck Morningstar Wide Moat ETF (MOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MTUM | MOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 541 |
Median incremental investment | $452.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,227.24 | $4,314.45 |
Average age group | > 35 | > 35 |
Key Summary
MTUM | MOAT | |
|---|---|---|
Strategy | N/A | 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. |
Top 3 holdings | SPI 200 FUTURES MAR25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (9.96 %) WESTPAC BANKING CORP (9.95 %) | Boeing Co (3.07 %) Corteva Inc (3.06 %) Huntington Ingalls Industries Inc (3.00 %) |
Top 3 industries | Financials (42.99 %) Consumer Discretionary (14.27 %) Industrials (12.07 %) | Industrials (36.44 %) Other (18.56 %) Information Technology (17.82 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | |
Management fee | 0 % | 0.49 % |
Key Summary
MTUM | MOAT | |
|---|---|---|
Issuer | VanEck | |
Tracking index | Morningstar Wide Moat Focus Index - AUD | |
Asset class | Stock | ETF |
Management fee | 0 % | 0.49 % |
Price | $29.22 | $123.27 |
Size | N/A | $974.687 million |
10Y return | N/A | 185.02 % |
Annual distribution yield (5Y) | 0.91 % | 4.86 % |
Market | ASX | ASX |
First listed date | 23/07/2024 | 26/06/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MTUM | MOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 541 |
Median incremental investment | $452.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,227.24 | $4,314.45 |
Average age group | > 35 | > 35 |
Pros and Cons
MTUM | MOAT | |
|---|---|---|
Pros |
| |
Cons |
|
MTUM | MOAT |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |