Compare AU

Compare VDBA vs. GIVE

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 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/β€Šdividend 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

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

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

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