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Compare RBTZ vs. VEFI

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

BetaShares Global Robotics and Artificial Intelligence ETF

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 BetaShares Global Robotics and Artificial Intelligence ETF (RBTZ) and the Vanguard Ethically Conscious Glb Agg Bond Index (Hedged) ETF (VEFI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

RBTZ

VEFI

Popularity

Low

Low

Pearlers invested

422

14

Median incremental investment

$790.43

$2,216.58

Median investment frequency

Monthly

Monthly

Median total investment

$1,492.00

$5,212.38

Average age group

> 35

26 - 35


Key Summary

RBTZ

VEFI

Strategy

RBTZ.AX was created on 2018-09-12 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. RBTZ.AX aims to track the performance of an index (before fees and expenses) that includes global companies involved in the production or use of robotics and artificial intelligence (A.l.) products and services.

VEFI.AX was created on 2018-09-11 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Ethically Conscious Global Aggregate Bond Index Fund (Hedged) AUD Hedged seeks to track the return of the Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index Hedged into Australian dollars before taking into account fees, expenses and tax.

Top 3 holdings

NVIDIA CORP (12.43 %)

ABB LTD (9.74 %)

INTUITIVE SURGICAL INC (8.84 %)

French Republic Government Bond OAT 0.75 2028-11-25 (0.48 %)

United States Treasury Note/Bond 0.75 2023-12-31 (0.46 %)

Italy Buoni Poliennali Del Tesoro (0.46 %)

Top 3 industries

Other (57.27 %)

Information Technology (27.35 %)

Health Care (9.40 %)

Financials (0.00 %)

Top 3 countries

United States (47.60 %)

Japan (30.01 %)

Switzerland (11.60 %)

Management fee

0.57 %

0.26 %


Key Summary

RBTZ

VEFI

Issuer

BetaShares

Vanguard

Tracking index

Indxx Global Robotics & Artificial Intelligence Thematic Index

Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index hedged in AUD - AUD - Australia Dollar

Asset class

ETF

ETF

Management fee

0.57 %

0.26 %

Price

$15.24

$42.55

Size

$287.634 million

$4.399 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.81 %

3.36 %

Market

ASX

ASX

First listed date

14/09/2018

13/09/2018

Purchase fee

$6.50

$6.50


Community Stats

RBTZ

VEFI

Popularity

Low

Low

Pearlers invested

422

14

Median incremental investment

$790.43

$2,216.58

Median investment frequency

Monthly

Monthly

Median total investment

$1,492.00

$5,212.38

Average age group

> 35

26 - 35


Pros and Cons

RBTZ

VEFI

Pros

  • Higher exposure to US market

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

RBTZ

VEFI

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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