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Compare HEUR vs. VGAD
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 Europe Currency Hedged ETF (HEUR) and the Vanguard MSCI Index International Shares (Hedged) ETF (VGAD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HEUR | VGAD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 590 |
Median incremental investment | $1,200.00 | $2,009.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,494.50 | $10,193.40 |
Average age group | > 35 | > 35 |
Key Summary
HEUR | VGAD | |
|---|---|---|
Strategy | HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars. | The aim of Vanguard MSCI Index International Shares (Hedged) ETF is to track the return of the MSCI World ex-Australia (with net dividends reinvested) before considering fees, expenses, and tax. It also seeks to reduce the impact of foreign exchange fluctuations on the fund's performance by hedging it to the Australian dollar. |
Top 3 holdings | HKD - HONG KONG DOLLAR (0 %) EUR - EURO (0 %) AUD - AUSTRALIA DOLLAR (0 %) | Apple Inc. (5.41 %) Microsoft Corp. (4.14 %) Amazon.com Inc. (2.15 %) |
Top 3 industries | Other (99.64 %) Financials (4.65 %) Consumer Staples (3.10 %) | Information Technology (22.51 %) Financials (13.70 %) Health Care (12.53 %) |
Top 3 countries | Germany (31.19 %) France (26.27 %) Netherlands (17.11 %) | United States (73.36 %) Japan (5.42 %) United Kingdom of Great Britain and Northern Ireland (3.70 %) |
Management fee | 0.56 % | 0.21 % |
Key Summary
HEUR | VGAD | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | S&P Eurozone Exporters AUD Hedged Index - AUD | MSCI World ex Australia - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.56 % | 0.21 % |
Price | $17.80 | $121.35 |
Size | $87.281 million | $6.291 billion |
10Y return | N/A | 150.00 % |
Annual distribution yield (5Y) | 4.17 % | 4.15 % |
Market | ASX | ASX |
First listed date | 12/05/2016 | 20/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HEUR | VGAD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 590 |
Median incremental investment | $1,200.00 | $2,009.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,494.50 | $10,193.40 |
Average age group | > 35 | > 35 |
Pros and Cons
HEUR | VGAD | |
|---|---|---|
Pros |
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Cons |
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HEUR | VGAD |
|---|---|
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 |