Compare AU
Compare WDMF 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 iShares World Equity Factor ETF (WDMF) 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
WDMF | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 45 |
Median incremental investment | $15,993.50 | $689.47 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $147,753.84 | $2,696.86 |
Average age group | > 35 | > 35 |
Key Summary
WDMF | GOAT | |
|---|---|---|
Strategy | WDMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with the performance of an 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. 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 (4.74 %) NVIDIA CORP (4.69 %) MICROSOFT CORP (4.53 %) | Harmonic Drive Systems Inc (2.94 %) Rheinmetall AG (2.52 %) Julius Baer Gruppe AG (2.29 %) |
Top 3 industries | Information Technology (27.00 %) Financials (15.94 %) Consumer Discretionary (13.38 %) | Industrials (42.83 %) Financials (19.57 %) Other (19.42 %) |
Top 3 countries | United States (68.87 %) Japan (7.42 %) Canada (2.86 %) | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) |
Management fee | 0.35 % | 0.55 % |
Key Summary
WDMF | GOAT | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | MSCI World Diversified Multiple-Factor (AUD) Index - AUD | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.55 % |
Price | $48.99 | $28.69 |
Size | $174.699 million | $45.824 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.98 % | 2.60 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WDMF | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 45 |
Median incremental investment | $15,993.50 | $689.47 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $147,753.84 | $2,696.86 |
Average age group | > 35 | > 35 |
Pros and Cons
WDMF | GOAT | |
|---|---|---|
Pros |
| |
Cons |
|
WDMF | GOAT |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |