Compare AU

Compare VDBA vs. VDCO

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 Vanguard Diversified Conservative Index ETF (VDCO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

VDBA

VDCO

Popularity

Low

Low

Pearlers invested

34

9

Median incremental investment

$1,999.20

$517.00

Median investment frequency

Monthly

Quarterly

Median total investment

$4,904.38

$5,104.20

Average age group

> 35

> 35


Key Summary

VDBA

VDCO

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.

VDCO.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target risk asset allocation. Vanguard Diversified Conservative Index ETF seeks to track the weighted average return of the various indices of the underlying funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax

Top 3 holdings

BHP Group Ltd. (2.15 %)

Commonwealth Bank of Australia (1.72 %)

CSL Ltd. (1.35 %)

BHP Group Ltd. (1.27 %)

Landwirtschaftliche Rentenbank 4.25 2023-01-24 (1.02 %)

Commonwealth Bank of Australia (1.01 %)

Top 3 industries

Other (50.55 %)

Financials (9.84 %)

Information Technology (6.59 %)

Other (70.31 %)

Financials (5.88 %)

Information Technology (4.02 %)

Top 3 countries

United States (39.73 %)

Australia (38.16 %)

Japan (3.57 %)

United States (38.87 %)

Australia (38.46 %)

Japan (3.49 %)

Management fee

0.27 %

0.27 %


Key Summary

VDBA

VDCO

Issuer

Vanguard

Vanguard

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

Conservative Composite Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.27 %

0.27 %

Price

$58.04

$54.30

Size

$1.129 million

$1.071 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.56 %

3.43 %

Market

ASX

ASX

First listed date

22/11/2017

22/11/2017

Purchase fee

$6.50

$6.50


Community Stats

VDBA

VDCO

Popularity

Low

Low

Pearlers invested

34

9

Median incremental investment

$1,999.20

$517.00

Median investment frequency

Monthly

Quarterly

Median total investment

$4,904.38

$5,104.20

Average age group

> 35

> 35


Pros and Cons

VDBA

VDCO

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

VDBA

VDCO

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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