Back
Compare AU
Compare R3AL 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 Clearbridge Real Income Fund - Active ETF (R3AL) 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
R3AL | VDBA | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 64 |
Median incremental investment | $0 | $1,056.20 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,217.10 |
Average age group | N/A | > 35 |
Key Summary
R3AL | VDBA | |
|---|---|---|
Strategy | R3AL.AX was created on 2010-11-17 by Martin Currie. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of Inflation. | 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 | Scentre Group (6.86 %) APA Group (5.86 %) Aurizon Holdings Ltd (5.83 %) | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) |
Top 3 industries | Real Estate (61.04 %) Industrials (20.02 %) Utilities (10.96 %) | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) |
Top 3 countries | Australia (70.99 %) New Zealand (10.25 %) United States (7.21 %) | United States (40.15 %) Australia (37.85 %) Japan (3.51 %) |
Management fee | 0 % | 0.27 % |
Key Summary
R3AL | VDBA | |
|---|---|---|
Issuer | Martin Currie | Vanguard |
Tracking index | S&P ASX 200 | 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 % | 0.27 % |
Price | $1.61 | $60.49 |
Size | $485.349 million | $1.129 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.17 % | 3.95 % |
Market | ASX | ASX |
First listed date | 27/01/2025 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
R3AL | VDBA | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 64 |
Median incremental investment | $0 | $1,056.20 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,217.10 |
Average age group | N/A | > 35 |
Pros and Cons
R3AL | VDBA | |
|---|---|---|
Pros |
|
|
Cons |
|
|
R3AL | 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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |