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Compare IAF 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 iShares Core Composite Bond ETF (IAF) 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
IAF | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 547 | 66 |
Median incremental investment | $1,064.16 | $1,055.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,919.43 | $3,600.36 |
Average age group | > 35 | > 35 |
Key Summary
IAF | VDBA | |
|---|---|---|
Strategy | IAF.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 3247.06m in AUM and 594 holdings. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury. | 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 | AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.42 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.40 %) | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) |
Top 3 industries | Other (99.31 %) Financials (0.25 %) Communication Services (0.19 %) | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) |
Top 3 countries | United States (40.15 %) Australia (37.85 %) Japan (3.51 %) | |
Management fee | 0.15 % | 0.27 % |
Key Summary
IAF | VDBA | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | Bloomberg AusBond Composite 0+ Yr Index - AUD | 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 | 0.15 % | 0.27 % |
Price | $100.67 | $59.51 |
Size | $3.680 billion | $1.129 million |
10Y return | -5.48 % | N/A |
Annual distribution yield (5Y) | 2.07 % | 3.95 % |
Market | ASX | ASX |
First listed date | 14/03/2012 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IAF | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 547 | 66 |
Median incremental investment | $1,064.16 | $1,055.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,919.43 | $3,600.36 |
Average age group | > 35 | > 35 |
Pros and Cons
IAF | VDBA | |
|---|---|---|
Pros |
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Cons |
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IAF | VDBA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |