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Compare GOAT 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 Dynamic International Equity ETF (GOAT) 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
GOAT | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 74 | 73 |
Median incremental investment | $807.52 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,722.50 | $4,498.44 |
Average age group | > 35 | > 35 |
Key Summary
GOAT | VDBA | |
|---|---|---|
Strategy | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. | 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 | NVIDIA Corp (5.32 %) Apple Inc (5.16 %) Microsoft Corp (4.98 %) | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) |
Top 3 industries | Consumer Discretionary (29.90 %) Other (20.97 %) Consumer Staples (20.74 %) | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) |
Top 3 countries | United States (39.56 %) Netherlands (13.15 %) Japan (10.20 %) | United States (40.15 %) Australia (37.85 %) Japan (3.51 %) |
Management fee | 0.55 % | 0.27 % |
Key Summary
GOAT | VDBA | |
|---|---|---|
Issuer | VanEck | Vanguard |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus 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 | 0.55 % | 0.27 % |
Price | $26.69 | $59.19 |
Size | $75.344 million | $1.129 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.80 % | 3.43 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GOAT | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 74 | 73 |
Median incremental investment | $807.52 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,722.50 | $4,498.44 |
Average age group | > 35 | > 35 |
Pros and Cons
GOAT | VDBA | |
|---|---|---|
Pros |
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Cons |
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GOAT | 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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |