Compare AU

Compare VDBA vs. IVE

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 MSCI EAFE Europe, Australasia and the Far East (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

$1,998.40

$1,749.16

Median investment frequency

Monthly

Monthly

Median total investment

$5,240.70

$6,712.20

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

$58.23

$124.30

Size

$1.129 million

$474.161 million

10Y return

N/A

65.49 %

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

$1,998.40

$1,749.16

Median investment frequency

Monthly

Monthly

Median total investment

$5,240.70

$6,712.20

Average age group

> 35

> 35


Pros and Cons

VDBA

IVE

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

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

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