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Compare IZZ 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 China Large-Cap ETF (IZZ) 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
IZZ | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 71 | 70 |
Median incremental investment | $1,993.50 | $1,006.07 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,144.05 | $4,255.68 |
Average age group | > 35 | > 35 |
Key Summary
IZZ | VDBA | |
|---|---|---|
Strategy | IZZ.AX was created on 2004-10-05 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the FTSE China 50 Index, before fees and expenses. The index is designed to measure the performance of 50 of the largest and most liquid Chinese companies which trade on the Hong Kong Stock Exchange | 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 | ALIBABA GROUP HOLDING LTD (8.57 %) CHINA CONSTRUCTION BANK CORP H (8.31 %) TENCENT HOLDINGS LTD (7.70 %) | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) |
Top 3 industries | Other (59.03 %) Consumer Discretionary (16.54 %) Communication Services (12.68 %) | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) |
Top 3 countries | China (91.42 %) Hong Kong (6.92 %) United States (1.66 %) | United States (40.15 %) Australia (37.85 %) Japan (3.51 %) |
Management fee | 0.74 % | 0.27 % |
Key Summary
IZZ | VDBA | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | FTSE China 50 Net Tax USD Index | 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 | 0.74 % | 0.27 % |
Price | $48.37 | $59.52 |
Size | $435.527 million | $1.129 million |
10Y return | 2.65 % | N/A |
Annual distribution yield (5Y) | 2.32 % | 3.33 % |
Market | ASX | ASX |
First listed date | 15/11/2007 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IZZ | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 71 | 70 |
Median incremental investment | $1,993.50 | $1,006.07 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,144.05 | $4,255.68 |
Average age group | > 35 | > 35 |
Pros and Cons
IZZ | VDBA | |
|---|---|---|
Pros |
| |
Cons |
|
IZZ | VDBA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |