Compare AU
Compare VEFI vs. VGAD
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 Vanguard MSCI Index International Shares (Hedged) ETF (VGAD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VEFI | VGAD | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 477 |
Median incremental investment | $2,216.58 | $2,031.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,212.38 | $8,798.60 |
Average age group | 26 - 35 | > 35 |
Key Summary
VEFI | VGAD | |
---|---|---|
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. | The aim of Vanguard MSCI Index International Shares (Hedged) ETF is to track the return of the MSCI World ex-Australia (with net dividends reinvested) before considering fees, expenses, and tax. It also seeks to reduce the impact of foreign exchange fluctuations on the fund's performance by hedging it to the Australian dollar. |
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. (5.41 %) Microsoft Corp. (4.14 %) Amazon.com Inc. (2.15 %) |
Top 3 industries | Financials (0.00 %) | Information Technology (22.51 %) Financials (13.70 %) Health Care (12.53 %) |
Top 3 countries | United States (72.94 %) Japan (5.73 %) United Kingdom of Great Britain and Northern Ireland (3.77 %) | |
Management fee | 0.26 % | 0.21 % |
Key Summary
VEFI | VGAD | |
---|---|---|
Issuer | Vanguard | Vanguard |
Tracking index | Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index hedged in AUD - AUD - Australia Dollar | MSCI World ex Australia - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.21 % |
Price | $42.55 | $107.30 |
Size | $4.399 million | N/A |
10Y return | N/A | 110.27 % |
Annual distribution yield (5Y) | 3.36 % | 3.23 % |
Market | ASX | ASX |
First listed date | 13/09/2018 | 20/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VEFI | VGAD | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 477 |
Median incremental investment | $2,216.58 | $2,031.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,212.38 | $8,798.60 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
VEFI | VGAD | |
---|---|---|
Pros |
|
|
Cons |
|
|
VEFI | VGAD |
---|---|
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 |