Compare AU
Compare SPY 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 SPDR S&P 500 ETF Trust (SPY) 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
SPY | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 210 | 47 |
Median incremental investment | $1,192.00 | $685.44 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,841.39 | $2,621.66 |
Average age group | 26 - 35 | > 35 |
Key Summary
SPY | GOAT | |
|---|---|---|
Strategy | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index (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 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 (7.00 %) NVIDIA Corp (6.60 %) Microsoft Corp (6.23 %) | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) |
Top 3 industries | Information Technology (61.49 %) Consumer Discretionary (16.26 %) Communication Services (12.67 %) | Financials (39.75 %) Industrials (29.97 %) Other (27.20 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) |
Management fee | 0.0945 % | 0.55 % |
Key Summary
SPY | GOAT | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | S&P 500 | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.0945 % | 0.55 % |
Price | $947.45 | $27.89 |
Size | $958.570 billion | $41.040 million |
10Y return | 285.30 % | N/A |
Annual distribution yield (5Y) | 1.31 % | 2.60 % |
Market | ASX | ASX |
First listed date | 13/10/2014 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SPY | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 210 | 47 |
Median incremental investment | $1,192.00 | $685.44 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,841.39 | $2,621.66 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SPY | GOAT | |
|---|---|---|
Pros |
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Cons |
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SPY | 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 |