Are the HVST and MOAT ETFs worth watching in May?

It’s time to run a ruler over BetaShares Australian Dividend Harvester Fund (Managed Fund) ETF (ASX: HVST) and VanEck Vectors Morningstar Wide Moat ETF (ASX: MOAT). The ETFs invest in the Australian shares and International shares sectors/industries, respectively.

The BetaShares Australian Dividend Harvester Fund (Managed Fund) ETF (ASX:HVST)

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.

To learn more about the HVST ETF, read our free ETF investment report once you’re done with this article.

VanEck Vectors Morningstar Wide Moat ETF (ASX:MOAT)

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 that you get access to our free investment report on Best ETFs Australia? View the free MOAT ETF report 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 May 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.

$50,000 per year in passive income from shares? Yes, please!

With interest rates UP, now could be one of the best times to start earning passive income from a portfolio. Imagine earning 4%, 5% — or more — in dividend passive income from the best shares, LICs, or ETFs… it’s like magic.

So how do the best investors do it?

Chief Investment Officer Owen Rask has just released his brand new passive income report. Owen has outlined 10 of his favourite ETFs and shares to watch, his rules for passive income investing, why he would buy ETFs before LICs and more.

You can INSTANTLY access Owen’s report, and 24/7 access to the Rask community, for FREE by CLICKING HERE NOW or the button below.

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