Compare AU
Compare VDBA vs. GIVE
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
VDBA | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 34 | 2 |
Median incremental investment | $1,997.59 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $5,169.60 | $797.50 |
Average age group | > 35 | 26 - 35 |
Key Summary
VDBA | GIVE | |
|---|---|---|
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. | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. |
Top 3 holdings | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) | Perpetual Esg 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 % | 0.65 % |
Key Summary
VDBA | GIVE | |
|---|---|---|
Issuer | Vanguard | Perpetual |
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 | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.27 % | 0.65 % |
Price | $57.44 | $3.19 |
Size | $1.129 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 4.56 % | 5.50 % |
Market | ASX | ASX |
First listed date | 22/11/2017 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VDBA | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 34 | 2 |
Median incremental investment | $1,997.59 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $5,169.60 | $797.50 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VDBA | GIVE | |
|---|---|---|
Pros |
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Cons |
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VDBA | GIVE |
|---|---|
Higher exposure to AU market | Lower 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 |