Compare AU
Compare VDBA vs. GOAT
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 VanEck Morningstar International Wide Moat ETF (GOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VDBA | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 34 | 47 |
Median incremental investment | $1,999.20 | $689.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,904.38 | $2,585.94 |
Average age group | > 35 | > 35 |
Key Summary
VDBA | GOAT | |
|---|---|---|
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. | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 41.83m in AUM and 63 holdings. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. |
Top 3 holdings | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) |
Top 3 industries | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) | Financials (39.75 %) Industrials (29.97 %) Other (27.20 %) |
Top 3 countries | United States (39.73 %) Australia (38.16 %) Japan (3.57 %) | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) |
Management fee | 0.27 % | 0.55 % |
Key Summary
VDBA | GOAT | |
|---|---|---|
Issuer | Vanguard | VanEck |
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 | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.27 % | 0.55 % |
Price | $58.27 | $27.51 |
Size | $1.129 million | $41.040 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.56 % | 2.60 % |
Market | ASX | ASX |
First listed date | 22/11/2017 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VDBA | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 34 | 47 |
Median incremental investment | $1,999.20 | $689.47 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,904.38 | $2,585.94 |
Average age group | > 35 | > 35 |
Pros and Cons
VDBA | GOAT | |
|---|---|---|
Pros |
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Cons |
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VDBA | GOAT |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |