Compare AU

Compare VDBA vs. HEUR

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 Europe ETF-Currency Hedged (HEUR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

VDBA

HEUR

Popularity

Low

Low

Pearlers invested

34

13

Median incremental investment

$1,998.40

$1,226.66

Median investment frequency

Monthly

Monthly

Median total investment

$5,240.70

$4,257.29

Average age group

> 35

26 - 35


Key Summary

VDBA

HEUR

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.

HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars.

Top 3 holdings

BHP Group Ltd. (2.15 %)

Commonwealth Bank of Australia (1.72 %)

CSL Ltd. (1.35 %)

ASML HOLDING NV (9.15 %)

SAP SE (4.47 %)

LVMH MOET HENNESSY LOUIS VUITT (4.21 %)

Top 3 industries

Other (50.55 %)

Financials (9.84 %)

Information Technology (6.59 %)

Other (99.49 %)

Consumer Discretionary (6.36 %)

Financials (4.65 %)

Top 3 countries

United States (39.73 %)

Australia (38.16 %)

Japan (3.57 %)

France (31.14 %)

Germany (29.68 %)

Netherlands (15.99 %)

Management fee

0.27 %

0.56 %


Key Summary

VDBA

HEUR

Issuer

Vanguard

BetaShares

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 Eurozone Exporters AUD Hedged Index - AUD

Asset class

ETF

ETF

Management fee

0.27 %

0.56 %

Price

$58.23

$14.53

Size

$1.129 million

$53.415 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.56 %

5.82 %

Market

ASX

ASX

First listed date

22/11/2017

12/05/2016

Purchase fee

$6.50

$6.50


Community Stats

VDBA

HEUR

Popularity

Low

Low

Pearlers invested

34

13

Median incremental investment

$1,998.40

$1,226.66

Median investment frequency

Monthly

Monthly

Median total investment

$5,240.70

$4,257.29

Average age group

> 35

26 - 35


Pros and Cons

VDBA

HEUR

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

VDBA

HEUR

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

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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