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Compare USHY 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 USHY and GOAT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
USHY | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 47 |
Median incremental investment | $7,000.00 | $693.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,337.88 | $2,400.40 |
Average age group | > 35 | > 35 |
Key Summary
USHY | GOAT | |
|---|---|---|
Strategy | USHY.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide consumers with a return that tracks the performance of the Solactive USD High Yield Corporates Total Market Hedged to AUD Index (the “Index”) before fees and expenses. | 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 50.43m 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 | Global X Usd High Yield Bond (Currency Hedged) ETF (100 %) | Rheinmetall AG (2.95 %) Allegro.EU SA Ordinary Shares (2.50 %) Etsy Inc (2.45 %) |
Top 3 industries | Industrials (20.96 %) Consumer Discretionary (19.99 %) Consumer Staples (19.95 %) | |
Top 3 countries | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) | |
Management fee | 0.3 % | 0.55 % |
Key Summary
USHY | GOAT | |
|---|---|---|
Issuer | Global X | VanEck |
Tracking index | Solactive USD High Yield Corporates Total Market AUD Hedged Index - AUD - Benchmark TR Net Hedged | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.55 % |
Price | $10.58 | $28.17 |
Size | $18.785 million | $50.914 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 2.90 % | 2.60 % |
Market | ASX | ASX |
First listed date | 04/07/2022 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USHY | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 47 |
Median incremental investment | $7,000.00 | $693.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,337.88 | $2,400.40 |
Average age group | > 35 | > 35 |
Pros and Cons
USHY | GOAT | |
|---|---|---|
Pros |
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Cons |
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USHY | GOAT |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |