Compare AU
Compare IGB vs. VHY
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 Treasury ETF (IGB) and the Vanguard Australian Shares High Yield ETF (VHY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IGB | VHY | |
---|---|---|
Popularity | Low | Medium |
Pearlers invested | 4 | 1,330 |
Median incremental investment | $836.78 | $1,013.02 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,907.88 | $2,499.42 |
Average age group | 26 - 35 | > 35 |
Key Summary
IGB | VHY | |
---|---|---|
Strategy | IGB.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 370.94m in AUM and 30 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury. | VHY.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on high dividend yield equity. Vanguard Australian Shares High Yield ETF seeks to track the return of the FTSE Australia High Dividend Yield Index before taking into account fees, expenses and tax. |
Top 3 holdings | AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %) | BHP Group Ltd. (10.26 %) Commonwealth Bank of Australia (9.79 %) National Australia Bank Ltd. (6.83 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Financials (40.37 %) Materials (23.34 %) Energy (10.73 %) |
Top 3 countries | Australia (99.89 %) China (0.11 %) | |
Management fee | 0.26 % | 0.25 % |
Key Summary
IGB | VHY | |
---|---|---|
Issuer | iShares | Vanguard |
Tracking index | Bloomberg AusBond Treasury (0+Y) | FTSE Australia High Dividend Yield Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.25 % |
Price | $97.84 | $75.96 |
Size | $374.056 million | N/A |
10Y return | -9.08 % | 12.53 % |
Annual distribution yield (5Y) | 1.76 % | 7.12 % |
Market | ASX | ASX |
First listed date | 14/03/2012 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IGB | VHY | |
---|---|---|
Popularity | Low | Medium |
Pearlers invested | 4 | 1,330 |
Median incremental investment | $836.78 | $1,013.02 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,907.88 | $2,499.42 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IGB | VHY | |
---|---|---|
Pros |
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Cons |
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IGB | VHY |
---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |