Compare AU
Compare MVS 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 VanEck Small Companies Masters ETF (MVS) and the VanEck Morningstar International Wide Moat ETF (GOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVS | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 45 |
Median incremental investment | $993.50 | $689.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $969.21 | $2,696.86 |
Average age group | > 35 | > 35 |
Key Summary
MVS | GOAT | |
|---|---|---|
Strategy | MVS.AX was created on 2015-05-26 by VanEck. The fund's investment portfolio concentrates primarily on small cap equity. The Fund gives investors exposure to a portfolio that only includes the most liquid small-cap ASX-listed companies that generate revenues in Australia and did not omit their latest dividend payment. | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. 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 | Pinnacle Investment Management Group Ltd (2.46 %) Gold Road Resources Ltd (2.46 %) Genesis Minerals Ltd (2.32 %) | Harmonic Drive Systems Inc (2.94 %) Rheinmetall AG (2.52 %) Julius Baer Gruppe AG (2.29 %) |
Top 3 industries | Financials (50.99 %) Materials (30.51 %) Consumer Discretionary (18.50 %) | Industrials (42.83 %) Financials (19.57 %) Other (19.42 %) |
Top 3 countries | Australia (99.99 %) | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) |
Management fee | 0.49 % | 0.55 % |
Key Summary
MVS | GOAT | |
|---|---|---|
Issuer | VanEck | VanEck |
Tracking index | MVIS Australia Small-Cap Dividend Payers Index - AUD | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.55 % |
Price | $19.78 | $28.36 |
Size | $164.285 million | $45.824 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.86 % | 2.60 % |
Market | ASX | ASX |
First listed date | 28/05/2015 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVS | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 45 |
Median incremental investment | $993.50 | $689.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $969.21 | $2,696.86 |
Average age group | > 35 | > 35 |
Pros and Cons
MVS | GOAT | |
|---|---|---|
Pros |
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Cons |
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MVS | 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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |