Compare AU
Compare VDBA vs. WVOL
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 World Ex Aust Minimum Volatility ETF (WVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VDBA | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 34 | 4 |
Median incremental investment | $1,999.20 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,904.38 | $3,664.53 |
Average age group | > 35 | > 35 |
Key Summary
VDBA | WVOL | |
|---|---|---|
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. | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 91.51m in AUM and 386 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) |
Top 3 industries | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) |
Top 3 countries | United States (39.73 %) Australia (38.16 %) Japan (3.57 %) | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) |
Management fee | 0.27 % | 0.3 % |
Key Summary
VDBA | WVOL | |
|---|---|---|
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 World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.27 % | 0.3 % |
Price | $58.04 | $42.86 |
Size | $1.129 million | $89.893 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.56 % | 2.71 % |
Market | ASX | ASX |
First listed date | 22/11/2017 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VDBA | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 34 | 4 |
Median incremental investment | $1,999.20 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,904.38 | $3,664.53 |
Average age group | > 35 | > 35 |
Pros and Cons
VDBA | WVOL | |
|---|---|---|
Pros |
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Cons |
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VDBA | WVOL |
|---|---|
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 |