Compare AU
Compare RIIF 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, shares and ETFs are a popular choice. Two options in the ASX are RIIF and GOAT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
RIIF | GOAT | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 47 |
Median incremental investment | $0 | $693.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,333.25 |
Average age group | N/A | > 35 |
Key Summary
RIIF | GOAT | |
|---|---|---|
Strategy | RIIF.AX was created on 2024-08-12 by Resolution Capital. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to achieve an annual total return that exceeds the total return of the Benchmark after fees on a rolling 3-year basis | 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 51.25m in AUM and 65 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 | Resolution Gbl Listed Infra Fund - Active ETF (100 %) | Allegro.EU SA Ordinary Shares (2.48 %) Anheuser-Busch InBev SA/NV (2.41 %) Huntington Ingalls Industries Inc (2.40 %) |
Top 3 industries | Consumer Staples (39.30 %) Industrials (21.59 %) Other (19.42 %) | |
Top 3 countries | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) | |
Management fee | 0 % | 0.55 % |
Key Summary
RIIF | GOAT | |
|---|---|---|
Issuer | Resolution Capital | VanEck |
Tracking index | FTSE Developed Core Infrastructure 50/50 Index - AUD - Benchmark TR Net Hedged | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0 % | 0.55 % |
Price | $1.11 | $27.45 |
Size | N/A | $50.984 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.17 % | 2.60 % |
Market | ASX | ASX |
First listed date | 24/03/2025 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RIIF | GOAT | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 47 |
Median incremental investment | $0 | $693.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,333.25 |
Average age group | N/A | > 35 |
Pros and Cons
RIIF | GOAT | |
|---|---|---|
Pros |
|
|
Cons |
|
|
RIIF | GOAT |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |