At a glance
Side-by-side comparison
| Metric |
QLTY
BetaShares Global Quality Leaders ETF
|
GOAT
VanEck Morningstar International Wide Moat ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
BetaShares
|
VanEck
|
| Tracks index |
iSTOXX MUTB Global ex-Australia Quality Leaders 150 Index
|
Morningstar Developed Markets ex-Australia Wide Moat Focus Index
|
| Categories |
Intl, Factor, Quality
|
Intl, Factor, Quality, Value
|
| Listed since |
2018 (8 yrs)
|
2020 (6 yrs)
|
| Fund size (AUM) |
$1.1bn
|
$76m
|
| Cost & income | ||
| Management fee |
0.35%
|
0.49%
|
| Dividend yield |
3.3%
|
10.26%
|
| Franking |
0%
|
0%
|
| Turnover |
20%
|
35%
|
| Tax drag | 1.54% | 4.12% |
| Returns |
Tax bracket
|
|
| 1-year return |
7.9%
net
|
3.5%
net
|
| 3-year return |
15.5%
net
|
10.2%
net
|
| 5-year return |
9.8%
net
|
7%
net
|
| 10-year return |
—
|
—
|
| Risk | ||
| Volatility (3y) |
10.4%
|
10.8%
|
| Volatility (5y) |
12.7%
|
11.5%
|
| Volatility (10y) |
—
|
—
|
| Sharpe ratio (3y) |
1.05
|
0.57
|
| Sharpe ratio (5y) |
0.54
|
0.36
|
| Sharpe ratio (10y) |
—
|
—
|
| Bid/ask spread |
—
|
—
|
marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.
Each fund at a glance
- Low-cost: a 0.35% management fee keeps more of the return in your pocket.
- Cheaper alternatives exist: GARP.
- High 10.26% income yield — good for investors who want regular cash flow.
- Cheaper alternatives exist: VVLU, GARP, and QLTY.
Frequently Asked Questions
QLTY and GOAT are 2 Australian-listed ETFs we compare side by side. QLTY carries the lower management fee (0.35%). Over 5 years, QLTY has delivered the higher total return (9.8% a year). The table above breaks down fees, returns, income and risk for each.
QLTY has the lower management fee at 0.35% a year, versus GOAT 0.49%.
Over the past 5 years, QLTY has delivered the higher total return at 9.8% a year. Past performance is not a reliable indicator of future returns.
GOAT pays the higher at 10.26%. Remember distributions are taxed each year at your marginal rate.
QLTY is the larger fund by assets ($1.1bn). Larger funds are typically more liquid and trade on tighter spreads.
Related comparisons
General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.