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Compare DZZF vs. VEFI
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 Ethical Diversified High Growth ETF (DZZF) and the Vanguard Ethically Conscious Glb Agg Bond Index (Hedged) ETF (VEFI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DZZF | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 440 | 14 |
Median incremental investment | $1,034.25 | $1,516.98 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,617.16 | $6,041.00 |
Average age group | 26 - 35 | > 35 |
Key Summary
DZZF | VEFI | |
|---|---|---|
Strategy | The fund aims to track the weighted average performance of the underlying ETFs like FAIR and ETHI before considering additional fees, expenses, and taxes. | VEFI.AX was created on 2018-09-11 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 4.34m in AUM and 2600 holdings. Vanguard Ethically Conscious Global Aggregate Bond Index Fund (Hedged) AUD Hedged seeks to track the return of the Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index Hedged into Australian dollars before taking into account fees, expenses and tax. |
Top 3 holdings | BETASHARES GLOBAL SUSTAINABILI (37.33 %) BETASHARES AUSTRALIAN SUSTAINA (33.81 %) BETASHARES GLOBAL SUSTAINABILI (18.16 %) | French Republic Government Bond OAT 0.75 2028-11-25 (0.48 %) United States Treasury Note/Bond 0.75 2023-12-31 (0.46 %) Italy Buoni Poliennali Del Tesoro (0.46 %) |
Top 3 industries | Other (99.77 %) Communication Services (0.23 %) | Financials (0.00 %) |
Top 3 countries | United States (53.77 %) Australia (30.79 %) Japan (4.79 %) | |
Management fee | 0.39 % | 0.26 % |
Key Summary
DZZF | VEFI | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index hedged in AUD - AUD - Australia Dollar | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.26 % |
Price | $28.41 | $42.90 |
Size | $108.434 million | $4.317 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.53 % | 3.30 % |
Market | ASX | ASX |
First listed date | 12/12/2019 | 13/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DZZF | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 440 | 14 |
Median incremental investment | $1,034.25 | $1,516.98 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,617.16 | $6,041.00 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DZZF | VEFI | |
|---|---|---|
Pros |
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Cons |
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DZZF | VEFI |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |