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Compare VEFI vs. IVE
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 iShares MSCI EAFE ETF (IVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VEFI | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 72 |
Median incremental investment | $1,516.98 | $1,482.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,993.40 | $4,159.59 |
Average age group | > 35 | 26 - 35 |
Key Summary
VEFI | IVE | |
|---|---|---|
Strategy | VEFI.AX was created on 2018-09-11 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 4.34m in AUM and 2600 holdings. 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. | IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies. |
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 %) | ISHARES MSCI EAFE ETF (99.98 %) AUD CASH (0.13 %) USD/AUD (0.00 %) |
Top 3 industries | Financials (0.00 %) | Other (99.86 %) Communication Services (0.14 %) |
Top 3 countries | Japan (22.34 %) United Kingdom of Great Britain and Northern Ireland (14.41 %) Germany (9.65 %) | |
Management fee | 0.26 % | 0.32 % |
Key Summary
VEFI | IVE | |
|---|---|---|
Issuer | Vanguard | iShares |
Tracking index | Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index hedged in AUD - AUD - Australia Dollar | MSCI EAFE |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.32 % |
Price | $42.81 | $136.38 |
Size | $4.342 million | $574.797 million |
10Y return | N/A | 81.26 % |
Annual distribution yield (5Y) | 3.30 % | 2.82 % |
Market | ASX | ASX |
First listed date | 13/09/2018 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VEFI | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 72 |
Median incremental investment | $1,516.98 | $1,482.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,993.40 | $4,159.59 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VEFI | IVE | |
|---|---|---|
Pros |
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Cons |
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VEFI | IVE |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |