Compare AU
Compare QUAL 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 MSCI Global 'Quality' (ex-AUS) (QUAL) 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
QUAL | GOAT | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,281 | 47 |
Median incremental investment | $856.72 | $685.44 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,410.40 | $2,612.26 |
Average age group | > 35 | > 35 |
Key Summary
QUAL | GOAT | |
|---|---|---|
Strategy | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. | 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 | Apple Inc (5.44 %) Meta Platforms Inc Class A (5.28 %) Microsoft Corp (5.15 %) | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) |
Top 3 industries | Information Technology (42.60 %) Health Care (21.41 %) Communication Services (21.39 %) | Financials (39.75 %) Industrials (29.97 %) Other (27.20 %) |
Top 3 countries | United States (77.74 %) Switzerland (4.98 %) United Kingdom of Great Britain and Northern Ireland (4.22 %) | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) |
Management fee | 0.4 % | 0.55 % |
Key Summary
QUAL | GOAT | |
|---|---|---|
Issuer | VanEck | VanEck |
Tracking index | MSCI World ex Australia Quality Index - AUD | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.55 % |
Price | $58.88 | $27.79 |
Size | $6.842 billion | $41.040 million |
10Y return | 261.23 % | N/A |
Annual distribution yield (5Y) | 1.85 % | 2.60 % |
Market | ASX | ASX |
First listed date | 31/10/2014 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUAL | GOAT | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,281 | 47 |
Median incremental investment | $856.72 | $685.44 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,410.40 | $2,612.26 |
Average age group | > 35 | > 35 |
Pros and Cons
QUAL | GOAT | |
|---|---|---|
Pros |
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Cons |
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QUAL | GOAT |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |