Back
Compare AU
Compare VESG vs. HVLU
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 International Shares Index ETF (VESG) and the VanEck MSCI International Value (Aud Hedged) ETF (HVLU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VESG | HVLU | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 2,739 | 4 |
Median incremental investment | $990.50 | $5,101.83 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,980.04 | $6,602.40 |
Average age group | 26 - 35 | > 35 |
Key Summary
VESG | HVLU | |
|---|---|---|
Strategy | VESG seeks to track the performance of the FTSE Developed ex-Australia Choice Index (with dividends reinvested) before considering any additional fees, expenses, and taxes. | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. |
Top 3 holdings | Apple Inc. (5.54 %) Microsoft Corp. (4.67 %) Amazon.com Inc. (2.10 %) | VanEck MSCI Intl Val ETF (99.45 %) |
Top 3 industries | Information Technology (26.14 %) Health Care (16.64 %) Financials (15.14 %) | |
Top 3 countries | United States (73.05 %) Japan (6.22 %) Switzerland (2.78 %) | United States (45.12 %) Japan (22.90 %) United Kingdom of Great Britain and Northern Ireland (6.33 %) |
Management fee | 0.18 % | 0.29 % |
Key Summary
VESG | HVLU | |
|---|---|---|
Issuer | Vanguard | VanEck |
Tracking index | FTSE Developed ex Australia Choice Index - AUD | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.29 % |
Price | $102.76 | $36.68 |
Size | N/A | $63.897 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.61 % | 3.73 % |
Market | ASX | ASX |
First listed date | 13/09/2018 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VESG | HVLU | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 2,739 | 4 |
Median incremental investment | $990.50 | $5,101.83 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,980.04 | $6,602.40 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
VESG | HVLU | |
|---|---|---|
Pros |
|
|
Cons |
|
|
VESG | HVLU |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |