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Compare VDBA vs. AYLD
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 Global X S&P/ASX 200 Covered Call Complex ETF (AYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VDBA | AYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 16 |
Median incremental investment | $1,200.25 | $1,247.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,648.14 | $6,349.08 |
Average age group | > 35 | > 35 |
Key Summary
VDBA | AYLD | |
|---|---|---|
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. | AYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 92.25m in AUM and 202 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P/ASX BuyWrite Index |
Top 3 holdings | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) | Commonwealth Bank of Australia (9.68 %) BHP Group Ltd (9.33 %) Westpac Banking Corp (5.07 %) |
Top 3 industries | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) | Financials (54.87 %) Materials (16.67 %) Health Care (10.24 %) |
Top 3 countries | United States (40.15 %) Australia (37.85 %) Japan (3.51 %) | Australia (95.22 %) United States (3.21 %) New Zealand (0.60 %) |
Management fee | 0.27 % | 0.6 % |
Key Summary
VDBA | AYLD | |
|---|---|---|
Issuer | Vanguard | Global X |
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 200 Index |
Asset class | ETF | ETF |
Management fee | 0.27 % | 0.6 % |
Price | $60.76 | $10.11 |
Size | $1.129 million | $92.856 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.95 % | 7.82 % |
Market | ASX | ASX |
First listed date | 22/11/2017 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VDBA | AYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 16 |
Median incremental investment | $1,200.25 | $1,247.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,648.14 | $6,349.08 |
Average age group | > 35 | > 35 |
Pros and Cons
VDBA | AYLD | |
|---|---|---|
Pros |
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Cons |
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VDBA | AYLD |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |