Compare AU
Compare VEFI vs. QMIX
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 SPDR MSCI World Quality Mix Fund (QMIX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VEFI | QMIX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 16 |
Median incremental investment | $2,216.58 | $2,536.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,227.50 | $4,240.28 |
Average age group | 26 - 35 | > 35 |
Key Summary
VEFI | QMIX | |
|---|---|---|
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. | QMIX.AX was created on 2015-09-11 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 336.34m in AUM and 1084 holdings. The SPDR MSCI World Quality Mix Fund seeks to provide investment results that, before fees and expenses,correspond generally to the return performance of the MSCI World Factor Mix A-Series Index (previously namedthe MSCI World Quality Mix Index), assuming all payments from the index constituents are reinvested. |
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 (2.46 %) Meta Platforms Inc Class A (2.30 %) Microsoft Corp (2.30 %) |
Top 3 industries | Financials (0.00 %) | Information Technology (40.19 %) Communication Services (22.32 %) Health Care (21.87 %) |
Top 3 countries | United States (67.46 %) Japan (7.23 %) United Kingdom of Great Britain and Northern Ireland (3.87 %) | |
Management fee | 0.26 % | 0.18 % |
Key Summary
VEFI | QMIX | |
|---|---|---|
Issuer | Vanguard | SPDR |
Tracking index | Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index hedged in AUD - AUD - Australia Dollar | MSCI WORLD FACTOR MIX A-SERIES INDEX - USD |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.18 % |
Price | $42.50 | $33.52 |
Size | $4.218 million | $341.522 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.42 % | 3.95 % |
Market | ASX | ASX |
First listed date | 13/09/2018 | 14/09/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VEFI | QMIX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 16 |
Median incremental investment | $2,216.58 | $2,536.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,227.50 | $4,240.28 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
VEFI | QMIX | |
|---|---|---|
Pros |
| |
Cons |
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VEFI | QMIX |
|---|---|
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 |