Compare AU
Compare US10 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 BetaShares Us Treasury Bond 7-10Yr Ch ETF (US10) 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
US10 | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 47 |
Median incremental investment | $1,749.00 | $685.44 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,832.65 | $2,610.38 |
Average age group | > 35 | > 35 |
Key Summary
US10 | GOAT | |
|---|---|---|
Strategy | US10.AX was created on 2023-09-22 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg U.S. Treasury: 7-10 Year Total Return Index Hedged AUD, before taking into account fees and expenses. | 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 | United States Treasury Notes 4.375% (10.28 %) United States Treasury Notes 4% (9.88 %) United States Treasury Notes 4.5% (9.87 %) | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) |
Top 3 industries | Financials (39.93 %) Industrials (30.38 %) Other (27.20 %) | |
Top 3 countries | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) | |
Management fee | 0.22 % | 0.55 % |
Key Summary
US10 | GOAT | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Bloomberg U.S. Treasury 7-10 Year Total Return Index - Hedged to AUD - AUD - Benchmark TR Net Hedged | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.55 % |
Price | $50.87 | $27.77 |
Size | $21.415 million | $43.795 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.59 % | 2.60 % |
Market | ASX | ASX |
First listed date | 25/09/2023 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
US10 | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 47 |
Median incremental investment | $1,749.00 | $685.44 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,832.65 | $2,610.38 |
Average age group | > 35 | > 35 |
Pros and Cons
US10 | GOAT | |
|---|---|---|
Pros |
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Cons |
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US10 | GOAT |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |