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Compare IHD 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 S&P/ASX Div Opportunities Esg Screened ETF (IHD) 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
IHD | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 85 | 65 |
Median incremental investment | $807.95 | $1,049.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,562.28 | $3,439.98 |
Average age group | > 35 | > 35 |
Key Summary
IHD | VDBA | |
|---|---|---|
Strategy | IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 388.84m in AUM and 50 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 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations | 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 | WESTPAC BANKING CORPORATION CORP (10.34 %) NATIONAL AUSTRALIA BANK LTD (9.88 %) ANZ GROUP HOLDINGS LTD (9.84 %) | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) |
Top 3 industries | Financials (44.69 %) Materials (25.27 %) Industrials (15.28 %) | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) |
Top 3 countries | Australia (99.86 %) New Zealand (0.14 %) | United States (40.15 %) Australia (37.85 %) Japan (3.51 %) |
Management fee | 0.23 % | 0.27 % |
Key Summary
IHD | VDBA | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | S&P/ASX Dividend Opportunities 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 | 0.23 % | 0.27 % |
Price | $16.62 | $59.31 |
Size | $375.943 million | $1.129 million |
10Y return | 28.04 % | N/A |
Annual distribution yield (5Y) | 5.45 % | 3.95 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHD | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 85 | 65 |
Median incremental investment | $807.95 | $1,049.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,562.28 | $3,439.98 |
Average age group | > 35 | > 35 |
Pros and Cons
IHD | VDBA | |
|---|---|---|
Pros |
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Cons |
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IHD | VDBA |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |