Compare AU

Compare VDBA vs. IHHY

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 iShares Global High Yield Bond (Aud Hedged) ETF (IHHY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

VDBA

IHHY

Popularity

Low

Low

Pearlers invested

38

7

Median incremental investment

$1,995.55

$2,034.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$5,045.13

$7,864.25

Average age group

> 35

26 - 35


Key Summary

VDBA

IHHY

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.

IHHY.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on high yield fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging), composed of liquid, global developed, high yield corporate bonds (hedged to Australian dollars).

Top 3 holdings

BHP Group Ltd. (2.15 %)

Commonwealth Bank of Australia (1.72 %)

CSL Ltd. (1.35 %)

ISH GLBL HY CP BD UCITS USD DIST (99.05 %)

EUR/AUD (0.58 %)

USD/AUD (0.20 %)

Top 3 industries

Other (50.55 %)

Financials (9.84 %)

Information Technology (6.59 %)

Other (93.76 %)

Communication Services (0.00 %)

Top 3 countries

United States (39.73 %)

Australia (38.16 %)

Japan (3.57 %)

United States (100.00 %)

Management fee

0.27 %

0.56 %


Key Summary

VDBA

IHHY

Issuer

Vanguard

iShares

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

Markit iBoxx Global Developed Markets High Yield Capped Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.27 %

0.56 %

Price

$57.99

$94.75

Size

$1.129 million

$220.969 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.61 %

4.93 %

Market

ASX

ASX

First listed date

22/11/2017

09/12/2015

Purchase fee

$6.50

$6.50


Community Stats

VDBA

IHHY

Popularity

Low

Low

Pearlers invested

38

7

Median incremental investment

$1,995.55

$2,034.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$5,045.13

$7,864.25

Average age group

> 35

26 - 35


Pros and Cons

VDBA

IHHY

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower distribution yield

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

VDBA

IHHY

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

Lower distribution yield

Higher distribution yield

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