Compare AU

Compare VDBA vs. HQUS

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 HQUS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

VDBA

HQUS

Popularity

Low

Low

Pearlers invested

34

2

Median incremental investment

$1,997.59

$693.50

Median investment frequency

Monthly

Monthly

Median total investment

$5,169.60

$1,076.75

Average age group

> 35

> 35


Key Summary

VDBA

HQUS

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.

HQUS.AX was created on 2024-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HQUS.AX aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR.

Top 3 holdings

BHP Group Ltd. (2.15 %)

Commonwealth Bank of Australia (1.72 %)

CSL Ltd. (1.35 %)

BetaShares S&P 500 Equal Weight Currency Hedged ETF (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 %

0.29 %


Key Summary

VDBA

HQUS

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 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.27 %

0.29 %

Price

$57.44

$43.07

Size

$1.129 million

N/A

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

4.56 %

- %

Market

ASX

ASX

First listed date

22/11/2017

11/07/2024

Purchase fee

$6.50

$6.50


Community Stats

VDBA

HQUS

Popularity

Low

Low

Pearlers invested

34

2

Median incremental investment

$1,997.59

$693.50

Median investment frequency

Monthly

Monthly

Median total investment

$5,169.60

$1,076.75

Average age group

> 35

> 35


Pros and Cons

VDBA

HQUS

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

VDBA

HQUS

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

Higher distribution yield

Lower distribution yield

Home