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Compare VDBA vs. HVST
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 Betashares Australian Dividend Harvester Active ETF (HVST). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VDBA | HVST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 73 |
Median incremental investment | $1,200.25 | $990.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,648.14 | $1,972.46 |
Average age group | > 35 | > 35 |
Key Summary
VDBA | HVST | |
|---|---|---|
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. | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 279.39m in AUM and 46 holdings. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. |
Top 3 holdings | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) | SPI 200 FUTURES MAR26 (0 %) BETASHARES AUSTRALIA 200 ETF (25.04 %) BETASHARES AUSTRALIAN RESOURCE (12.13 %) |
Top 3 industries | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) | Other (50.68 %) Financials (12.82 %) Health Care (6.32 %) |
Top 3 countries | United States (40.15 %) Australia (37.85 %) Japan (3.51 %) | Australia (96.35 %) United States (2.15 %) United Kingdom of Great Britain and Northern Ireland (0.84 %) |
Management fee | 0.27 % | 0.65 % |
Key Summary
VDBA | HVST | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | 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 | |
Asset class | ETF | ETF |
Management fee | 0.27 % | 0.65 % |
Price | $60.76 | $13.51 |
Size | $1.129 million | $278.083 million |
10Y return | N/A | -35.70 % |
Annual distribution yield (5Y) | 3.95 % | 5.36 % |
Market | ASX | ASX |
First listed date | 22/11/2017 | 03/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VDBA | HVST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 73 |
Median incremental investment | $1,200.25 | $990.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,648.14 | $1,972.46 |
Average age group | > 35 | > 35 |
Pros and Cons
VDBA | HVST | |
|---|---|---|
Pros |
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Cons |
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VDBA | HVST |
|---|---|
Lower exposure to AU market | Higher 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 |