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Compare VDBA vs. ATEC
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 Vanguard Diversified Balanced Index ETF (VDBA) and the Betashares S&P/ASX Australian Technology ETF (ATEC). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VDBA | ATEC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 407 |
Median incremental investment | $1,200.25 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,648.14 | $2,247.25 |
Average age group | > 35 | > 35 |
Key Summary
VDBA | ATEC | |
|---|---|---|
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. | ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 420.55m in AUM and 49 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX All Technology Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) | PRO MEDICUS LTD (10.09 %) CARSALES.COM LTD (9.43 %) XERO LTD (8.84 %) |
Top 3 industries | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) | Information Technology (45.49 %) Communication Services (23.16 %) Health Care (10.65 %) |
Top 3 countries | United States (40.15 %) Australia (37.85 %) Japan (3.51 %) | Australia (91.74 %) United States (7.16 %) New Zealand (0.73 %) |
Management fee | 0.27 % | 0.48 % |
Key Summary
VDBA | ATEC | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | 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 | S&P/ASX All Technology Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.27 % | 0.48 % |
Price | $60.76 | $25.25 |
Size | $1.129 million | $408.745 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.95 % | 1.42 % |
Market | ASX | ASX |
First listed date | 22/11/2017 | 05/03/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VDBA | ATEC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 407 |
Median incremental investment | $1,200.25 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,648.14 | $2,247.25 |
Average age group | > 35 | > 35 |
Pros and Cons
VDBA | ATEC | |
|---|---|---|
Pros |
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Cons |
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VDBA | ATEC |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |