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Compare VDHG vs. VDBA

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

Community Stats

VDHG

VDBA

Popularity

Medium

Low

Pearlers invested

8,563

34

Median incremental investment

$1,000.00

$1,997.59

Median investment frequency

Monthly

Monthly

Median total investment

$2,720.00

$5,124.60

Average age group

26 - 35

> 35


Key Summary

VDHG

VDBA

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 doesn’t track companies directly. Instead, it invests in other ETFs. It acts as an ETF that tracks other ETFs.

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.

Top 3 holdings

BHP Group Ltd. (3.79 %)

Commonwealth Bank of Australia (3.03 %)

CSL Ltd. (2.38 %)

BHP Group Ltd. (2.15 %)

Commonwealth Bank of Australia (1.72 %)

CSL Ltd. (1.35 %)

Top 3 industries

Financials (17.35 %)

Other (12.53 %)

Information Technology (11.71 %)

Other (50.55 %)

Financials (9.84 %)

Information Technology (6.59 %)

Top 3 countries

United States (39.99 %)

Australia (38.01 %)

Japan (3.63 %)

United States (39.73 %)

Australia (38.16 %)

Japan (3.57 %)

Management fee

0.27 %

0.27 %


Key Summary

VDHG

VDBA

Issuer

Vanguard

Vanguard

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

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

Asset class

ETF

ETF

Management fee

0.27 %

0.27 %

Price

$68.00

$56.94

Size

$1.321 million

$1.129 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

5.54 %

4.56 %

Market

ASX

ASX

First listed date

22/11/2017

22/11/2017

Purchase fee

$6.50

$6.50


Community Stats

VDHG

VDBA

Popularity

Medium

Low

Pearlers invested

8,563

34

Median incremental investment

$1,000.00

$1,997.59

Median investment frequency

Monthly

Monthly

Median total investment

$2,720.00

$5,124.60

Average age group

26 - 35

> 35


Pros and Cons

VDHG

VDBA

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

VDHG

VDBA

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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