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Compare MVR 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 Aussie Large-Cap Resources (MVR) 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
MVR | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 232 | 56 |
Median incremental investment | $1,000.00 | $750.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,962.95 | $2,697.45 |
Average age group | > 35 | > 35 |
Key Summary
MVR | GOAT | |
|---|---|---|
Strategy | MVR.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 730.86m in AUM and 35 holdings. MVR.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim of providing investment returns before fees and other costs which track the performance of the Index. | 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 61.04m in AUM and 68 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 | BHP Group Ltd (7.88 %) Woodside Energy Group Ltd (7.25 %) Rio Tinto Ltd (6.76 %) | Murata Manufacturing Co Ltd (3.23 %) NXP Semiconductors NV (2.82 %) Etsy Inc (2.74 %) |
Top 3 industries | Materials (59.41 %) Energy (24.38 %) Utilities (8.74 %) | Consumer Discretionary (29.90 %) Other (20.97 %) Consumer Staples (20.74 %) |
Top 3 countries | Australia (100.00 %) | United States (39.56 %) Netherlands (13.15 %) Japan (10.20 %) |
Management fee | 0.35 % | 0.55 % |
Key Summary
MVR | GOAT | |
|---|---|---|
Issuer | VanEck | VanEck |
Tracking index | MVIS Australia Energy & Mining Index - AUD | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.55 % |
Price | $45.65 | $27.11 |
Size | $723.441 million | $59.564 million |
10Y return | 168.69 % | N/A |
Annual distribution yield (5Y) | 3.95 % | 3.20 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVR | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 232 | 56 |
Median incremental investment | $1,000.00 | $750.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,962.95 | $2,697.45 |
Average age group | > 35 | > 35 |
Pros and Cons
MVR | GOAT | |
|---|---|---|
Pros |
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Cons |
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MVR | 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 |