Compare AU
Compare DJRE 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 SPDR Dow Jones Global Real Estate Esg Fund (DJRE) 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
DJRE | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 118 | 38 |
Median incremental investment | $1,038.02 | $1,995.55 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,003.89 | $5,019.90 |
Average age group | > 35 | > 35 |
Key Summary
DJRE | VDBA | |
|---|---|---|
Strategy | DJRE.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on real estate equity. The SPDR Dow Jones Global Real Estate Fund seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select Real Estate Securities Index. | 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 | Prologis Inc (8.35 %) Equinix Inc (5.94 %) Welltower Inc (5.36 %) | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) |
Top 3 industries | Real Estate (100.00 %) Other (5.20 %) | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) |
Top 3 countries | United States (73.60 %) Japan (8.31 %) United Kingdom of Great Britain and Northern Ireland (3.22 %) | United States (39.73 %) Australia (38.16 %) Japan (3.57 %) |
Management fee | 0.2 % | 0.27 % |
Key Summary
DJRE | VDBA | |
|---|---|---|
Issuer | SPDR | Vanguard |
Tracking index | DJ Global Select Real Estate Securities Index (RESI) | 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 | 0.2 % | 0.27 % |
Price | $21.87 | $57.90 |
Size | $435.721 million | $1.129 million |
10Y return | 1.67 % | N/A |
Annual distribution yield (5Y) | 3.58 % | 4.61 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DJRE | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 118 | 38 |
Median incremental investment | $1,038.02 | $1,995.55 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,003.89 | $5,019.90 |
Average age group | > 35 | > 35 |
Pros and Cons
DJRE | VDBA | |
|---|---|---|
Pros |
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Cons |
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DJRE | VDBA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |