Compare AU

Compare VDHG vs. SFY

Compare shares and ETFs on the ASX that you can trade on Pearler.

Vanguard Diversified High Growth Funds

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 High Growth Funds (VDHG) and the SPDR S&P/ASX 50 Fund (SFY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

VDHG

SFY

Popularity

Medium

Low

Pearlers invested

8,530

16

Median incremental investment

$1,000.00

$550.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,792.40

$1,227.77

Average age group

26 - 35

26 - 35


Key Summary

VDHG

SFY

Strategy

Vanguard Diversified High Growth Index ETF (ASX: VDHG) seeks to track the weighted average performance of various ETFs it invests in before taking into account fees, expenses and taxes. The index doesnโ€™t track companies directly. Instead, it invests in other ETFs. It acts as an ETF that tracks other ETFs.

SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 761.73m in AUM and 52 holdings. The Investment Objective of each Fund is to match the performance of its Index before fees and other costs.

Top 3 holdings

BHP Group Ltd. (3.79 %)

Commonwealth Bank of Australia (3.03 %)

CSL Ltd. (2.38 %)

Commonwealth Bank of Australia (12.83 %)

BHP Group Ltd (10.07 %)

CSL Ltd (6.63 %)

Top 3 industries

Financials (17.35 %)

Other (12.53 %)

Information Technology (11.71 %)

Financials (55.98 %)

Materials (16.71 %)

Health Care (11.33 %)

Top 3 countries

United States (39.99 %)

Australia (38.01 %)

Japan (3.63 %)

Australia (95.68 %)

United States (2.73 %)

New Zealand (1.11 %)

Management fee

0.27 %

0.2 %


Key Summary

VDHG

SFY

Issuer

Vanguard

SPDR

Tracking index

A17592 - 36% S&P - ASX300 - 26.5% MSCI Wrld ex-Aus - 16% MSCI Wrld ex-Aus Hdg to AUD - 6.5% MSCI Wrld ex-Aus Sml Cap - 5% MSCI EM Index - 3% Bloomberg AusBond Composite 0+ Yr Index - 7% Bloomberg Barclays Glb. Aggrt. Flt.-Adjstd and Scaled Index Hdg. to A

S&P/ASX 50 Index - AUD

Asset class

ETF

ETF

Management fee

0.27 %

0.2 %

Price

$69.81

$74.41

Size

$1.321 million

$786.221 million

10Y return

N/A

43.04 %

Annual distribution yield (5Y)

5.54 %

5.79 %

Market

ASX

ASX

First listed date

22/11/2017

27/08/2001

Purchase fee

$6.50

$6.50


Community Stats

VDHG

SFY

Popularity

Medium

Low

Pearlers invested

8,530

16

Median incremental investment

$1,000.00

$550.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,792.40

$1,227.77

Average age group

26 - 35

26 - 35


Pros and Cons

VDHG

SFY

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

VDHG

SFY

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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