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Compare ATEC vs. VDBA
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 Betashares S&P/ASX Australian Technology ETF (ATEC) and the Vanguard Diversified Balanced Index ETF (VDBA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ATEC | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 267 | 45 |
Median incremental investment | $993.50 | $1,493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,064.27 | $4,709.34 |
Average age group | > 35 | > 35 |
Key Summary
ATEC | VDBA | |
|---|---|---|
Strategy | ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 381.1m in AUM and 42 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX All Technology Index (the Index), before taking into account fees and expenses. | VDBA.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The ETF provides low-cost access to a range of sector funds, offering broad diversification across multiple asset classes. The Balanced ETF is designed for investors seeking a balance between income and capital growth. The ETF targets a 50% allocation to income asset classes and a 50% allocation to growth asset classes. |
Top 3 holdings | XERO LTD (10.42 %) WISETECH GLOBAL LTD (10.07 %) PRO MEDICUS LTD (9.98 %) | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) |
Top 3 industries | Information Technology (48.17 %) Communication Services (23.47 %) Health Care (9.93 %) | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) |
Top 3 countries | Australia (82.51 %) New Zealand (10.88 %) United States (6.62 %) | United States (39.73 %) Australia (38.16 %) Japan (3.57 %) |
Management fee | 0.48 % | 0.27 % |
Key Summary
ATEC | VDBA | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | S&P/ASX All Technology Index - AUD | A10808-20% S&P - ASX 300-14.5% MSCI World ex-Australia-9% MSCI World ex-Aus hedged-AUD-3.5% MSCI World ex-Aus Small Cap-3% MSCI Emerging Market-15% Bloomberg AusBond Composite 0+ Yr-35% Bloomberg Barclays Global Aggregate Float-Adjusted and Scaled-TR |
Asset class | ETF | ETF |
Management fee | 0.48 % | 0.27 % |
Price | $31.43 | $58.14 |
Size | $384.529 million | $1.129 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.22 % | 4.13 % |
Market | ASX | ASX |
First listed date | 05/03/2020 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ATEC | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 267 | 45 |
Median incremental investment | $993.50 | $1,493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,064.27 | $4,709.34 |
Average age group | > 35 | > 35 |
Pros and Cons
ATEC | VDBA | |
|---|---|---|
Pros |
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Cons |
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ATEC | VDBA |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |