Back
Compare AU
Compare GMVW 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 VanEck Geared Australian Equal Weight Complex ETF (GMVW) 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
GMVW | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 61 |
Median incremental investment | $1,074.75 | $1,093.94 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,639.60 | $3,854.97 |
Average age group | > 35 | > 35 |
Key Summary
GMVW | VDBA | |
|---|---|---|
Strategy | GMVW.AX was created on 2024-02-27 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 39.49m in AUM and 77 holdings. The Fund has a target gearing ratio of 45% to 60%. The gearing ratio may change due to factors such as market movements, applications, redemptions, borrowing costs, expected dividends or changes to the amount borrowed and any restrictions in borrowing agreements. | 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 | VanEck Australian Equal Wt ETF (219.85 %) | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) |
Top 3 industries | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) | |
Top 3 countries | United States (39.73 %) Australia (38.16 %) Japan (3.57 %) | |
Management fee | 0.35 % | 0.27 % |
Key Summary
GMVW | VDBA | |
|---|---|---|
Issuer | VanEck | Vanguard |
Tracking index | 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 | 0.35 % | 0.27 % |
Price | $40.40 | $61.00 |
Size | $40.289 million | $1.129 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.96 % | 4.09 % |
Market | ASX | ASX |
First listed date | 28/02/2024 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GMVW | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 61 |
Median incremental investment | $1,074.75 | $1,093.94 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,639.60 | $3,854.97 |
Average age group | > 35 | > 35 |
Pros and Cons
GMVW | VDBA | |
|---|---|---|
Pros |
|
|
Cons |
|
|
GMVW | VDBA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |