Is the HVST ETF a good investment? Here’s where you start…
With the goal of providing a franked income stream of at least 1.5x the yield of the broad Australian sharemarket on an annual basis, BetaShares HVST ETF aims to pay income to investors monthly. Please note that HVST does not aim to track an index.
According to our most recent data, the HVST ETF had $170.93 million of money invested. With HVST’s total funds under management (FUM) figure over $100 million, the ETF meets our team’s minimum investment criteria for FUM levels. As a general rule, our team draws the line at $100 million for ETFs in the Australian shares sector because we believe that, relative to smaller ETFs, achieving this amount of FUM lowers the chance that the ETF issuer will close the ETF.
Get our team’s HVST ETF review, available free when you click this link: access the free investment report.
A quick take of the MOAT ETF
The VanEck MOAT ETF provides investors with exposure to a portfolio of carefully selected US companies which fit the criteria of having a sustainable competitive advantage, sometimes called a ‘moat’.
With our numbers for July 2022, MOAT’s FUM stood at $438.47 million. Since the MOAT’s FUM is over $100 million, our investing team would say the ETF has met our minimum criteria for the total amount invested, otherwise known as FUM. A very sustainable ETF in the Multifactor sector should be able to scale well and become profitable for the ETF issuer.
A look at the MOAT ETF fee load?
VanEck, the ETF issuer, charges a yearly management fee of 0.49% for the MOAT ETF. Meaning, if you invest $2,000 for a full year from now you can expect to pay a management fee of around $9.80.
This management fee is below the average for all ETFs on our Best ETFs Australia list of ETFs. However, you might still be able to find a cheaper ETF for less.
Did you know: you can get our full ETF review of MOAT by clicking here?
So how can you actually invest the MOAT ETF? By getting a free brokerage account with Pearler. If you join Pearler in the month of Jan 2024, with your free Pearler account you can buy the MOAT ETF and pay $0 in brokerage fees. All you have to do is buy and hold the ETF for 12 months.
You can invest as little as $500 in the MOAT ETF to take-up this offer. Sounds pretty good, right? To invest in MOAT for $0 brokerage, simply click here to visit Pearler’s website and sign up.
