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Compare VDBA vs. AASF

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

Vanguard Diversified Balanced Index ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are VDBA and AASF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

VDBA

AASF

Popularity

Low

Low

Pearlers invested

34

13

Median incremental investment

$1,997.59

$1,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$5,169.60

$1,451.12

Average age group

> 35

26 - 35


Key Summary

VDBA

AASF

Strategy

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.

N/A

Top 3 holdings

BHP Group Ltd. (2.15 %)

Commonwealth Bank of Australia (1.72 %)

CSL Ltd. (1.35 %)

Airlie Australian Share Fund (Managed Fund) (100 %)

Top 3 industries

Other (50.55 %)

Financials (9.84 %)

Information Technology (6.59 %)

Top 3 countries

United States (39.73 %)

Australia (38.16 %)

Japan (3.57 %)

Management fee

0.27 %

0 %


Key Summary

VDBA

AASF

Issuer

Vanguard

Tracking index

A10808-20% 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

Stock

Management fee

0.27 %

0 %

Price

$57.44

$3.88

Size

$1.129 million

N/A

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

4.56 %

4.30 %

Market

ASX

ASX

First listed date

22/11/2017

03/06/2020

Purchase fee

$6.50

$6.50


Community Stats

VDBA

AASF

Popularity

Low

Low

Pearlers invested

34

13

Median incremental investment

$1,997.59

$1,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$5,169.60

$1,451.12

Average age group

> 35

26 - 35


Pros and Cons

VDBA

AASF

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

VDBA

AASF

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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