Some things you should know about 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’.
According to our most recent data, the MOAT ETF had $438.47 million of money invested. With MOAT’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 International 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.
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The SFY ETF – a quick look for savvy investors
The SPDR SFY ETF is the only Australian ETF providing exposure to Australia’s top 50 listed companies, by market capitalisation. SFY provides a low-cost way to invest in the ASX’s top 50 companies through a single fund.
With our numbers for July 2022, SFY’s FUM stood at $735.77 million. Since the SFY’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 Index sector should be able to scale well and become profitable for the ETF issuer.
A look at the SFY ETF fee load?
SPDR, the ETF issuer, charges a yearly management fee of 0.29% for the SFY ETF. Meaning, if you invest $2,000 for a full year from now you can expect to pay a management fee of around $5.80.
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.
The SPDR SFY ETF might be one idea for the watchlist but before you go any further, click here to get our full ETF review – it’s free.
