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Compare ROBO 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 Global X Robo Global Robotics & Automation ETF (ROBO) 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
ROBO | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 537 | 51 |
Median incremental investment | $650.00 | $700.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,311.75 | $2,556.00 |
Average age group | > 35 | > 35 |
Key Summary
ROBO | GOAT | |
|---|---|---|
Strategy | ROBO.AX was created on 2017-09-13 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the ROBO.AX Global Robotics and Automation Index (the Index) | 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 | Teradyne Inc (2.23 %) Intuitive Surgical Inc (2.03 %) Fanuc Corp (1.99 %) | Barry Callebaut AG (2.47 %) Murata Manufacturing Co Ltd (2.47 %) YASKAWA Electric Corp (2.44 %) |
Top 3 industries | Industrials (52.46 %) Information Technology (47.54 %) Consumer Staples (15.08 %) | Consumer Discretionary (29.90 %) Other (20.97 %) Consumer Staples (20.74 %) |
Top 3 countries | United States (42.78 %) Japan (18.81 %) Taiwan (8.37 %) | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) |
Management fee | 0.82 % | 0.55 % |
Key Summary
ROBO | GOAT | |
|---|---|---|
Issuer | Global X | VanEck |
Tracking index | ROBO Global Robotics and Automation TR Index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.82 % | 0.55 % |
Price | $86.78 | $28.19 |
Size | $257.729 million | $60.657 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.76 % | 3.84 % |
Market | ASX | ASX |
First listed date | 14/09/2017 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ROBO | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 537 | 51 |
Median incremental investment | $650.00 | $700.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,311.75 | $2,556.00 |
Average age group | > 35 | > 35 |
Pros and Cons
ROBO | GOAT | |
|---|---|---|
Pros |
| |
Cons |
|
ROBO | GOAT |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |