Compare AU
Compare ROYL vs. VDGR
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 BetaShares Global Royalties ETF (ROYL) and the Vanguard Diversified Growth Index ETF (VDGR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ROYL | VDGR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 107 |
Median incremental investment | $700.30 | $1,046.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,618.54 | $3,343.24 |
Average age group | > 35 | > 35 |
Key Summary
ROYL | VDGR | |
|---|---|---|
Strategy | ROYL.AX was created on 2022-09-09 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global Royalties Index (the Index), before taking into account fees and expenses. | VDGR.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund seeks to achieve its objective by employing a passive investment strategy that tracks the weighted average return of the various indices of the Underlying Funds in which the Fund invests, in proportion to the SAA for the Fund, before takinginto account fees, expenses and tax |
Top 3 holdings | ARM HOLDINGS PLC (12.89 %) WHEATON PRECIOUS METALS CORP (11.03 %) TEXAS PACIFIC LAND CORP (10.48 %) | BHP Group Ltd. (3.01 %) Commonwealth Bank of Australia (2.40 %) CSL Ltd. (1.89 %) |
Top 3 industries | Other (49.57 %) Information Technology (17.42 %) Energy (14.55 %) | Other (31.32 %) Financials (13.67 %) Information Technology (9.13 %) |
Top 3 countries | United States (41.70 %) Canada (31.36 %) United Kingdom of Great Britain and Northern Ireland (10.92 %) | United States (39.83 %) Australia (38.22 %) Japan (3.61 %) |
Management fee | 0.69 % | 0.27 % |
Key Summary
ROYL | VDGR | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | Solactive Global Royalties Index - AUD - Benchmark TR Net | 28% S&P/ASX 300 Index - 20.5% MSCI World ex-Australia Index - 12.5% MSCI World ex Australia Hedged to AUD Index - 5% MSCI World ex-Australia Small Cap Index - 34% Other Benchmark |
Asset class | ETF | ETF |
Management fee | 0.69 % | 0.27 % |
Price | $10.51 | $63.08 |
Size | $10.820 million | $1.222 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.27 % | 5.01 % |
Market | ASX | ASX |
First listed date | 12/09/2022 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ROYL | VDGR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 107 |
Median incremental investment | $700.30 | $1,046.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,618.54 | $3,343.24 |
Average age group | > 35 | > 35 |
Pros and Cons
ROYL | VDGR | |
|---|---|---|
Pros |
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Cons |
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ROYL | VDGR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |