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Compare MQIO 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, shares and ETFs are a popular choice. Two options in the ASX are MQIO and VDBA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MQIO | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 65 |
Median incremental investment | $20,000.00 | $1,043.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $19,787.65 | $3,478.26 |
Average age group | > 35 | > 35 |
Key Summary
MQIO | VDBA | |
|---|---|---|
Strategy | MQIO.AX was created on 2023-11-22 by Macquarie. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to outperform the Bloomberg AusBond Bank Bill Index over the medium term (before fees). | 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 | Macquarie Income Opportunities Active ETF (100 %) | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) |
Top 3 industries | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) | |
Top 3 countries | United States (39.67 %) Australia (37.89 %) United Kingdom of Great Britain and Northern Ireland (21.05 %) | United States (40.15 %) Australia (37.85 %) Japan (3.51 %) |
Management fee | 0.492 % | 0.27 % |
Key Summary
MQIO | VDBA | |
|---|---|---|
Issuer | Macquarie | Vanguard |
Tracking 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 | 0.492 % | 0.27 % |
Price | $10.61 | $59.97 |
Size | N/A | $1.129 million |
10Y return | N/A | N/A |
Annual dividend/βdistribution yield (5Y) | 2.44 % | 3.95 % |
Market | ASX | ASX |
First listed date | 21/11/2023 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MQIO | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 65 |
Median incremental investment | $20,000.00 | $1,043.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $19,787.65 | $3,478.26 |
Average age group | > 35 | > 35 |
Pros and Cons
MQIO | VDBA | |
|---|---|---|
Pros |
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Cons |
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MQIO | VDBA |
|---|---|
Higher exposure to AU market | Lower 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 |