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Compare VDBA vs. QUAL
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 VanEck MSCI International Quality ETF (QUAL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VDBA | QUAL | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 66 | 1,425 |
Median incremental investment | $1,055.50 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,630.00 | $3,377.92 |
Average age group | > 35 | > 35 |
Key Summary
VDBA | QUAL | |
|---|---|---|
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. | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. |
Top 3 holdings | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) | Meta Platforms Inc Class A (5.31 %) Apple Inc (4.66 %) NVIDIA Corp (4.63 %) |
Top 3 industries | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) | Information Technology (44.94 %) Communication Services (29.45 %) Financials (8.21 %) |
Top 3 countries | United States (40.15 %) Australia (37.85 %) Japan (3.51 %) | United States (76.41 %) Switzerland (5.61 %) United Kingdom of Great Britain and Northern Ireland (4.19 %) |
Management fee | 0.27 % | 0.4 % |
Key Summary
VDBA | QUAL | |
|---|---|---|
Issuer | Vanguard | VanEck |
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 | MSCI World ex Australia Quality Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.27 % | 0.4 % |
Price | $59.46 | $57.55 |
Size | $1.129 million | $7.995 billion |
10Y return | N/A | 218.31 % |
Annual distribution yield (5Y) | 3.95 % | 2.05 % |
Market | ASX | ASX |
First listed date | 22/11/2017 | 31/10/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VDBA | QUAL | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 66 | 1,425 |
Median incremental investment | $1,055.50 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,630.00 | $3,377.92 |
Average age group | > 35 | > 35 |
Pros and Cons
VDBA | QUAL | |
|---|---|---|
Pros |
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Cons |
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VDBA | QUAL |
|---|---|
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 |