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Compare VDIF vs. MTUM
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 Income ETF (VDIF) and the Betashares Australian Momentum ETF (MTUM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VDIF | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 12 |
Median incremental investment | $580.00 | $633.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,428.65 | $1,582.68 |
Average age group | > 35 | > 35 |
Key Summary
VDIF | MTUM | |
|---|---|---|
Strategy | VDIF.AX was created on 2025-03-04 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The ETF seeks to provide regular income and some capital growth potential via exposure to a highly diversified, multi asset portfolio. | N/A |
Top 3 holdings | Vanguard FTSE AllWld HiDivYld ETF $Dis (21.00 %) Vanguard Australian Shares High Yld ETF (20.30 %) Vanguard International Crdt Secs Idx Hdg (9.60 %) | SPI 200 FUTURES MAR26 (0 %) TELSTRA GROUP LTD (8.22 %) ANZ GROUP HOLDINGS LTD (5.90 %) |
Top 3 industries | Financials (34.83 %) Consumer Discretionary (16.53 %) Industrials (14.39 %) | |
Top 3 countries | Australia (51.66 %) United States (24.17 %) Japan (4.01 %) | |
Management fee | 0.32 % | 0 % |
Key Summary
VDIF | MTUM | |
|---|---|---|
Issuer | Vanguard | |
Tracking index | 28% FTSE Australia High Dividend Yield Index - 21% FTSE All-World High Dividend Yield Index - 17% Bloomberg Global Aggregate Corporate and Government-Related Scaled Index - 44% Other Indexes - Benchmark TR Net | |
Asset class | ETF | Stock |
Management fee | 0.32 % | 0 % |
Price | $53.97 | $29.04 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.21 % | 1.19 % |
Market | ASX | ASX |
First listed date | 04/03/2025 | 23/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VDIF | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 12 |
Median incremental investment | $580.00 | $633.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,428.65 | $1,582.68 |
Average age group | > 35 | > 35 |
Pros and Cons
VDIF | MTUM | |
|---|---|---|
Pros |
| |
Cons |
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VDIF | MTUM |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher dividend/distribution yield | Lower dividend/distribution yield |