Compare AU

Compare DJRE vs. VDBA

Compare shares and ETFs on the ASX that you can trade on Pearler.

SPDR Dow Jones Global Real Estate Esg Fund

ASX

Buy

Buy

Overview
Performance

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

37

Median incremental investment

$1,038.02

$1,999.20

Median investment frequency

Monthly

Monthly

Median total investment

$3,951.26

$5,038.88

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 (7.73 %)

Equinix Inc (6.01 %)

Welltower Inc (5.12 %)

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

$21.77

$57.26

Size

$435.721 million

$1.129 million

10Y return

6.04 %

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

37

Median incremental investment

$1,038.02

$1,999.20

Median investment frequency

Monthly

Monthly

Median total investment

$3,951.26

$5,038.88

Average age group

> 35

> 35


Pros and Cons

DJRE

VDBA

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

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

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