Compare AU
Compare US10 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 Us Treasury Bond 7-10Yr Ch ETF (US10) 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
US10 | VDGR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 107 |
Median incremental investment | $1,749.00 | $1,052.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,832.65 | $3,246.15 |
Average age group | > 35 | > 35 |
Key Summary
US10 | VDGR | |
|---|---|---|
Strategy | US10.AX was created on 2023-09-22 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg U.S. Treasury: 7-10 Year Total Return Index Hedged AUD, 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 | United States Treasury Notes 4.375% (10.28 %) United States Treasury Notes 4% (9.88 %) United States Treasury Notes 4.5% (9.87 %) | BHP Group Ltd. (3.01 %) Commonwealth Bank of Australia (2.40 %) CSL Ltd. (1.89 %) |
Top 3 industries | Other (31.32 %) Financials (13.67 %) Information Technology (9.13 %) | |
Top 3 countries | United States (39.83 %) Australia (38.22 %) Japan (3.61 %) | |
Management fee | 0.22 % | 0.27 % |
Key Summary
US10 | VDGR | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | Bloomberg U.S. Treasury 7-10 Year Total Return Index - Hedged to AUD - AUD - Benchmark TR Net Hedged | 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 | 0.22 % | 0.27 % |
Price | $50.87 | $63.65 |
Size | $20.616 million | $1.222 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.59 % | 5.01 % |
Market | ASX | ASX |
First listed date | 25/09/2023 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
US10 | VDGR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 107 |
Median incremental investment | $1,749.00 | $1,052.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,832.65 | $3,246.15 |
Average age group | > 35 | > 35 |
Pros and Cons
US10 | VDGR | |
|---|---|---|
Pros |
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Cons |
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US10 | VDGR |
|---|---|
Lower exposure to AU market | Higher 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 |
Lower distribution yield | Higher distribution yield |