Compare AU
Compare VEFI 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 Ethically Conscious Glb Agg Bond Index (Hedged) ETF (VEFI) and the BetaShares Global Shares Currency Hedged ETF (HGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VEFI | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 72 |
Median incremental investment | $2,216.58 | $4,560.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,233.65 | $14,513.18 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
VEFI | HGBL | |
|---|---|---|
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. | 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 | 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 %) | APPLE INC (5.08 %) MICROSOFT CORP (4.24 %) NVIDIA CORP (3.82 %) |
Top 3 industries | Financials (0.00 %) | Other (30.37 %) Information Technology (22.00 %) Financials (8.96 %) |
Top 3 countries | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) | |
Management fee | 0.26 % | 0.11 % |
Key Summary
VEFI | HGBL | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index hedged in AUD - AUD - Australia Dollar | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.11 % |
Price | $42.55 | $64.36 |
Size | $4.218 million | $1.238 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.42 % | 0.53 % |
Market | ASX | ASX |
First listed date | 13/09/2018 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VEFI | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 72 |
Median incremental investment | $2,216.58 | $4,560.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,233.65 | $14,513.18 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
VEFI | HGBL | |
|---|---|---|
Pros |
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Cons |
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VEFI | HGBL |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |