Compare AU
Compare VHY vs. 5GOV
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 Australian Shares High Yield ETF (VHY) and the VanEck 5-10 Year Australian Government Bond ETF (5GOV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VHY | 5GOV | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,316 | 2 |
Median incremental investment | $1,012.93 | $220.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,490.18 | $1,615.95 |
Average age group | > 35 | 26 - 35 |
Key Summary
VHY | 5GOV | |
|---|---|---|
Strategy | VHY.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on high dividend yield equity. Vanguard Australian Shares High Yield ETF seeks to track the return of the FTSE Australia High Dividend Yield Index before taking into account fees, expenses and tax. | 5GOV.AX was created on 2023-09-26 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 57.65m in AUM and 58 holdings. Fund aims to provide an investment return before fees and other costs which tracks the performance of S&P/ASX Government Bond 5-10 Year Index in Australian dollars. |
Top 3 holdings | BHP Group Ltd. (10.26 %) Commonwealth Bank of Australia (9.79 %) National Australia Bank Ltd. (6.83 %) | Australia (Commonwealth of) (5.96 %) Australia (Commonwealth of) (5.61 %) Australia (Commonwealth of) (5.39 %) |
Top 3 industries | Financials (40.37 %) Materials (23.34 %) Energy (10.73 %) | |
Top 3 countries | Australia (99.89 %) China (0.11 %) | |
Management fee | 0.25 % | 0.22 % |
Key Summary
VHY | 5GOV | |
|---|---|---|
Issuer | Vanguard | VanEck |
Tracking index | FTSE Australia High Dividend Yield Index - AUD | S&P/ASX Government Bond 5-10 Year Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.22 % |
Price | $75.99 | $51.57 |
Size | N/A | $57.076 million |
10Y return | 19.05 % | N/A |
Annual distribution yield (5Y) | 7.12 % | 0.65 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 27/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VHY | 5GOV | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,316 | 2 |
Median incremental investment | $1,012.93 | $220.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,490.18 | $1,615.95 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VHY | 5GOV | |
|---|---|---|
Pros |
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Cons |
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VHY | 5GOV |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |