Compare AU

Compare VDBA vs. BBFD

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, 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 Geared Short Us Tr Bond Ch (Hedge Fund) (BBFD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

VDBA

BBFD

Popularity

Low

N/A

Pearlers invested

38

0

Median incremental investment

$1,995.55

$0

Median investment frequency

Monthly

N/A

Median total investment

$5,041.65

$0

Average age group

> 35

N/A


Key Summary

VDBA

BBFD

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 %)

US 10YR ULTRA FUT MAR25 (0 %)

AUD - AUSTRALIA DOLLAR (111.49 %)

USD - UNITED STATES DOLLAR (-11.49 %)

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

BBFD

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

$57.99

$20.44

Size

$1.129 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.61 %

1.28 %

Market

ASX

ASX

First listed date

22/11/2017

05/12/2023

Purchase fee

$6.50

$6.50


Community Stats

VDBA

BBFD

Popularity

Low

N/A

Pearlers invested

38

0

Median incremental investment

$1,995.55

$0

Median investment frequency

Monthly

N/A

Median total investment

$5,041.65

$0

Average age group

> 35

N/A


Pros and Cons

VDBA

BBFD

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

VDBA

BBFD

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Lower price growth

Higher price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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