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Compare VDBA vs. WXHG
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 State Street SPDR S&P World Ex Aus Carbon Aware (Hedged) ETF (WXHG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VDBA | WXHG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 12 |
Median incremental investment | $1,126.00 | $688.05 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,649.67 | $3,427.20 |
Average age group | > 35 | > 35 |
Key Summary
VDBA | WXHG | |
|---|---|---|
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. | WXHG.AX was created on 2013-07-08 by State Street . The fund's investment portfolio concentrates primarily on total market equity. The SPDR S&P World ex Australia Carbon Aware (Hedged) ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware AUD Hedged Index. |
Top 3 holdings | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) | Stt Strt SPDR S&P World ex AusCrbAwrETF (99.92 %) |
Top 3 industries | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) | |
Top 3 countries | United States (39.73 %) Australia (38.16 %) Japan (3.57 %) | United States (68.24 %) Japan (8.19 %) United Kingdom of Great Britain and Northern Ireland (3.95 %) |
Management fee | 0.27 % | 0.1 % |
Key Summary
VDBA | WXHG | |
|---|---|---|
Issuer | Vanguard | State Street |
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 | S&P Developed ex Australia LargeMidCap AUD Hedged Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.27 % | 0.1 % |
Price | $60.78 | $28.56 |
Size | $1.129 million | $365.560 million |
10Y return | N/A | 71.94 % |
Annual distribution yield (5Y) | 3.95 % | 9.66 % |
Market | ASX | ASX |
First listed date | 22/11/2017 | 09/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VDBA | WXHG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 12 |
Median incremental investment | $1,126.00 | $688.05 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,649.67 | $3,427.20 |
Average age group | > 35 | > 35 |
Pros and Cons
VDBA | WXHG | |
|---|---|---|
Pros |
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Cons |
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VDBA | WXHG |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |