Compare AU
Compare VHY 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 Vanguard Australian Shares High Yield ETF (VHY) 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
VHY | GOAT | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,310 | 45 |
Median incremental investment | $1,013.39 | $689.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,476.98 | $2,580.30 |
Average age group | > 35 | > 35 |
Key Summary
VHY | GOAT | |
|---|---|---|
Strategy | VHY.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on high dividend yield equity. Vanguard Australian Shares High Yield ETF seeks to track the return of the FTSE Australia High Dividend Yield Index before taking into account fees, expenses and tax. | 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 | BHP Group Ltd. (10.26 %) Commonwealth Bank of Australia (9.79 %) National Australia Bank Ltd. (6.83 %) | Harmonic Drive Systems Inc (2.34 %) Nabtesco Corp (2.29 %) Julius Baer Gruppe AG (2.22 %) |
Top 3 industries | Financials (40.37 %) Materials (23.34 %) Energy (10.73 %) | Industrials (51.73 %) Other (19.42 %) Financials (19.38 %) |
Top 3 countries | Australia (99.89 %) China (0.11 %) | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) |
Management fee | 0.25 % | 0.55 % |
Key Summary
VHY | GOAT | |
|---|---|---|
Issuer | Vanguard | VanEck |
Tracking index | FTSE Australia High Dividend Yield Index - AUD | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.55 % |
Price | $75.06 | $27.45 |
Size | N/A | $45.824 million |
10Y return | 18.86 % | N/A |
Annual distribution yield (5Y) | 7.12 % | 2.60 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VHY | GOAT | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,310 | 45 |
Median incremental investment | $1,013.39 | $689.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,476.98 | $2,580.30 |
Average age group | > 35 | > 35 |
Pros and Cons
VHY | GOAT | |
|---|---|---|
Pros |
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Cons |
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VHY | GOAT |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |