Compare AU

Compare VDBA vs. GOAT

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 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

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

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

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