Compare AU
Compare VDGR vs. HGBL
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 Growth Index ETF (VDGR) and the BetaShares Global Shares ETF - Currency Hedged (HGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VDGR | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 107 | 59 |
Median incremental investment | $1,052.75 | $3,998.73 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,246.15 | $15,522.24 |
Average age group | > 35 | 26 - 35 |
Key Summary
VDGR | HGBL | |
|---|---|---|
Strategy | VDGR.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund seeks to achieve its objective by employing a passive investment strategy that tracks the weighted average return of the various indices of the Underlying Funds in which the Fund invests, in proportion to the SAA for the Fund, before takinginto account fees, expenses and tax | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. |
Top 3 holdings | BHP Group Ltd. (3.01 %) Commonwealth Bank of Australia (2.40 %) CSL Ltd. (1.89 %) | Betashares Global Shares ETF (100.00 %) |
Top 3 industries | Other (31.32 %) Financials (13.67 %) Information Technology (9.13 %) | Other (29.91 %) Information Technology (23.98 %) Health Care (8.49 %) |
Top 3 countries | United States (39.83 %) Australia (38.22 %) Japan (3.61 %) | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) |
Management fee | 0.27 % | 0.11 % |
Key Summary
VDGR | HGBL | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | 28% S&P/ASX 300 Index - 20.5% MSCI World ex-Australia Index - 12.5% MSCI World ex Australia Hedged to AUD Index - 5% MSCI World ex-Australia Small Cap Index - 34% Other Benchmark | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.27 % | 0.11 % |
Price | $63.65 | $68.53 |
Size | $1.222 million | $1.064 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.01 % | 0.43 % |
Market | ASX | ASX |
First listed date | 22/11/2017 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VDGR | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 107 | 59 |
Median incremental investment | $1,052.75 | $3,998.73 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,246.15 | $15,522.24 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VDGR | HGBL | |
|---|---|---|
Pros |
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Cons |
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VDGR | HGBL |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |