Compare AU
Compare VDBA vs. IVE
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 iShares MSCI EAFE ETF (IVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VDBA | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 34 | 33 |
Median incremental investment | $1,997.59 | $1,818.34 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,169.60 | $7,080.06 |
Average age group | > 35 | > 35 |
Key Summary
VDBA | IVE | |
|---|---|---|
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. | IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies. |
Top 3 holdings | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) | ASML Holding NV (2.39 %) Moelis & Company (1.49 %) SHELL PLC - ADS (1.23 %) |
Top 3 industries | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) | Other (99.86 %) Communication Services (0.14 %) |
Top 3 countries | United States (39.73 %) Australia (38.16 %) Japan (3.57 %) | United States (99.97 %) |
Management fee | 0.27 % | 0.32 % |
Key Summary
VDBA | IVE | |
|---|---|---|
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 | MSCI EAFE |
Asset class | ETF | ETF |
Management fee | 0.27 % | 0.32 % |
Price | $57.44 | $122.07 |
Size | $1.129 million | $502.943 million |
10Y return | N/A | 59.46 % |
Annual distribution yield (5Y) | 4.56 % | 2.56 % |
Market | ASX | ASX |
First listed date | 22/11/2017 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VDBA | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 34 | 33 |
Median incremental investment | $1,997.59 | $1,818.34 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,169.60 | $7,080.06 |
Average age group | > 35 | > 35 |
Pros and Cons
VDBA | IVE | |
|---|---|---|
Pros |
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Cons |
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VDBA | IVE |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |