Compare AU
Compare MVE vs. GOAT
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 S&P Aussie 50 Mid-Caps (MVE) and the Morningstar World ex AUS 'Wide Moat' (GOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVE | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 47 |
Median incremental investment | $668.99 | $685.44 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,915.77 | $2,612.26 |
Average age group | > 35 | > 35 |
Key Summary
MVE | GOAT | |
|---|---|---|
Strategy | MVE.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund is designed to capture the performance of the 50 midcap companies listed on ASX having Market Capitalisation ranking from 51 to 100. | 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 41.83m in AUM and 63 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 | CAR Group Ltd (4.94 %) Pro Medicus Ltd (4.29 %) REA Group Ltd (4.09 %) | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) |
Top 3 industries | Communication Services (26.18 %) Information Technology (18.20 %) Materials (17.07 %) | Financials (39.75 %) Industrials (29.97 %) Other (27.20 %) |
Top 3 countries | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) |
Management fee | 0.45 % | 0.55 % |
Key Summary
MVE | GOAT | |
|---|---|---|
Issuer | VanEck | VanEck |
Tracking index | S&P/ASX Midcap 50 Index - AUD | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.55 % |
Price | $40.78 | $27.79 |
Size | $307.898 million | $41.040 million |
10Y return | 107.22 % | N/A |
Annual distribution yield (5Y) | 3.49 % | 2.60 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVE | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 47 |
Median incremental investment | $668.99 | $685.44 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,915.77 | $2,612.26 |
Average age group | > 35 | > 35 |
Pros and Cons
MVE | GOAT | |
|---|---|---|
Pros |
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Cons |
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MVE | GOAT |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |