Compare AU
Compare VHY vs. BGBL
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 Betashares Global Shares ETF (BGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VHY | BGBL | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,609 | 491 |
Median incremental investment | $1,010.58 | $2,021.40 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,295.55 | $9,761.90 |
Average age group | > 35 | 26 - 35 |
Key Summary
VHY | BGBL | |
|---|---|---|
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. | BGBL.AX was created on 2023-05-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Betashares Global Shares ETF is to provide an investment return that aims to track the performance of the Solactive GBS Developed Markets ex Australia Large & Mid Cap Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | BHP Group Ltd. (10.26 %) Commonwealth Bank of Australia (9.79 %) National Australia Bank Ltd. (6.83 %) | MSCI WORLD INDEX JUN25 (0 %) MICROSOFT CORP (4.82 %) APPLE INC (4.51 %) |
Top 3 industries | Financials (40.37 %) Materials (23.34 %) Energy (10.73 %) | Other (30.65 %) Information Technology (22.93 %) Financials (8.96 %) |
Top 3 countries | Australia (99.89 %) China (0.11 %) | United States (71.89 %) Japan (6.55 %) United Kingdom of Great Britain and Northern Ireland (3.85 %) |
Management fee | 0.25 % | 0.08 % |
Key Summary
VHY | BGBL | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | FTSE Australia High Dividend Yield Index - AUD | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.08 % |
Price | $74.05 | $72.85 |
Size | N/A | N/A |
10Y return | 8.93 % | N/A |
Annual distribution yield (5Y) | 7.50 % | 0.35 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 10/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VHY | BGBL | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,609 | 491 |
Median incremental investment | $1,010.58 | $2,021.40 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,295.55 | $9,761.90 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VHY | BGBL | |
|---|---|---|
Pros |
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Cons |
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VHY | BGBL |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |