Compare AU

Compare IWLD vs. VDBA

Compare shares and ETFs on the ASX that you can trade on Pearler.

MSCI All World Shares

ASX

Buy

Buy

Overview
Performance

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 MSCI All World Shares (IWLD) 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

IWLD

VDBA

Popularity

Low

Low

Pearlers invested

155

37

Median incremental investment

$1,501.08

$1,999.20

Median investment frequency

Monthly

Monthly

Median total investment

$6,647.91

$5,038.88

Average age group

> 35

> 35


Key Summary

IWLD

VDBA

Strategy

The IWLD ETF seeks to track the performance of the MSCI World ex-Australia Custom ESG Leaders Index before considering any fees, expenses, and taxes.

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 (9.80 %)

MICROSOFT CORP (8.54 %)

ALPHABET INC CLASS A (3.21 %)

BHP Group Ltd. (2.15 %)

Commonwealth Bank of Australia (1.72 %)

CSL Ltd. (1.35 %)

Top 3 industries

Information Technology (29.39 %)

Financials (15.32 %)

Consumer Discretionary (12.42 %)

Other (50.55 %)

Financials (9.84 %)

Information Technology (6.59 %)

Top 3 countries

United States (74.50 %)

Japan (6.44 %)

United Kingdom of Great Britain and Northern Ireland (3.41 %)

United States (39.73 %)

Australia (38.16 %)

Japan (3.57 %)

Management fee

0.09 %

0.27 %


Key Summary

IWLD

VDBA

Issuer

iShares

Vanguard

Tracking index

MSCI World IMI - AUD

A10808-20% 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

0.09 %

0.27 %

Price

$62.13

$57.26

Size

$1.142 billion

$1.129 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.54 %

4.61 %

Market

ASX

ASX

First listed date

28/04/2016

22/11/2017

Purchase fee

$6.50

$6.50


Community Stats

IWLD

VDBA

Popularity

Low

Low

Pearlers invested

155

37

Median incremental investment

$1,501.08

$1,999.20

Median investment frequency

Monthly

Monthly

Median total investment

$6,647.91

$5,038.88

Average age group

> 35

> 35


Pros and Cons

IWLD

VDBA

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

IWLD

VDBA

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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