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Compare LEVR vs. VIF
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 First Sentier Geared Australian Share Complex ETF (LEVR) and the Vanguard International Fixed Interest Index (Hedged) ETF (VIF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LEVR | VIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 33 |
Median incremental investment | $3,056.34 | $2,012.03 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,725.39 | $6,742.50 |
Average age group | 26 - 35 | > 35 |
Key Summary
LEVR | VIF | |
|---|---|---|
Strategy | LEVR.AX was created on 2023-09-25 by First Sentier. The fund's investment portfolio concentrates primarily on large cap equity. To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The Fund aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven-year periods before fees and taxes. | VIF.AX was created on 2015-12-04 by Vanguard. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 2.33m in AUM and 1459 holdings. The Fund seeks to track the return of the Bloomberg Global Aggregate Corporate and Government-Related Scaled Index hedged into Australian dollars before taking into account fees, expenses and tax |
Top 3 holdings | Commonwealth Bank of Australia (10.51 %) BHP Group Ltd (10.35 %) National Australia Bank Ltd (8.02 %) | United States Treasury Note/Bond 2.875 2032-05-15 (0.70 %) United Kingdom Gilt 0.25 2025-01-31 (0.44 %) United States Treasury Note/Bond 0.625 2030-08-15 (0.41 %) |
Top 3 industries | Financials (44.89 %) Materials (16.30 %) Health Care (11.85 %) | |
Top 3 countries | ||
Management fee | 0 % | 0.2 % |
Key Summary
LEVR | VIF | |
|---|---|---|
Issuer | First Sentier | Vanguard |
Tracking index | Bloomberg Barclays Global Treasury Index Hedged into Australian Dollars - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.2 % |
Price | $1.50 | $38.72 |
Size | N/A | $2.337 million |
10Y return | N/A | -24.38 % |
Annual distribution yield (5Y) | 2.74 % | 3.58 % |
Market | ASX | ASX |
First listed date | 14/05/2025 | 08/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LEVR | VIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 33 |
Median incremental investment | $3,056.34 | $2,012.03 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,725.39 | $6,742.50 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
LEVR | VIF | |
|---|---|---|
Pros |
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Cons |
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LEVR | VIF |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |