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Compare VEFI vs. E200
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 Ethically Conscious Glb Agg Bond Index (Hedged) ETF (VEFI) and the State Street SPDR S&P/ASX 200 Esg ETF (E200). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VEFI | E200 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 34 |
Median incremental investment | $1,516.98 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,055.00 | $2,797.40 |
Average age group | > 35 | > 35 |
Key Summary
VEFI | E200 | |
|---|---|---|
Strategy | VEFI.AX was created on 2018-09-11 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Ethically Conscious Global Aggregate Bond Index Fund (Hedged) AUD Hedged seeks to track the return of the Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index Hedged into Australian dollars before taking into account fees, expenses and tax. | E200.AX was created on 2020-07-31 by State Street . The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 282.79m in AUM and 101 holdings. The State Street SPDR S&P/ASX 200 ESG ETF seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 ESG Index. |
Top 3 holdings | French Republic Government Bond OAT 0.75 2028-11-25 (0.48 %) United States Treasury Note/Bond 0.75 2023-12-31 (0.46 %) Italy Buoni Poliennali Del Tesoro (0.46 %) | BHP Group Ltd (13.53 %) Commonwealth Bank of Australia (13.05 %) National Australia Bank Ltd (6.56 %) |
Top 3 industries | Financials (0.00 %) | Financials (50.30 %) Materials (17.70 %) Health Care (10.97 %) |
Top 3 countries | Australia (96.09 %) United States (2.88 %) New Zealand (0.52 %) | |
Management fee | 0.26 % | 0.05 % |
Key Summary
VEFI | E200 | |
|---|---|---|
Issuer | Vanguard | State Street |
Tracking index | Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index hedged in AUD - AUD - Australia Dollar | S&P/ASX 200 ESG Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.05 % |
Price | $43.25 | $28.40 |
Size | $4.336 million | $288.886 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.30 % | 5.70 % |
Market | ASX | ASX |
First listed date | 13/09/2018 | 04/08/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VEFI | E200 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 34 |
Median incremental investment | $1,516.98 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,055.00 | $2,797.40 |
Average age group | > 35 | > 35 |
Pros and Cons
VEFI | E200 | |
|---|---|---|
Pros |
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Cons |
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VEFI | E200 |
|---|---|
Lower exposure to AU market | Higher 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 |