Compare AU
Compare VHY 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, shares and ETFs are a popular choice. Two options in the ASX are VHY and HVLU. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
VHY | HVLU | |
|---|---|---|
Popularity | Medium | N/A |
Pearlers invested | 1,310 | 0 |
Median incremental investment | $1,013.39 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,476.98 | $0 |
Average age group | > 35 | N/A |
Key Summary
VHY | HVLU | |
|---|---|---|
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. | 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 | BHP Group Ltd. (10.26 %) Commonwealth Bank of Australia (9.79 %) National Australia Bank Ltd. (6.83 %) | VanEck MSCI International Value (Aud Hedged) ETF (100 %) |
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 % | 0.29 % |
Key Summary
VHY | HVLU | |
|---|---|---|
Issuer | Vanguard | VanEck |
Tracking index | FTSE Australia High Dividend Yield 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 | 0.25 % | 0.29 % |
Price | $75.37 | $27.05 |
Size | N/A | $5.406 million |
10Y return | 19.35 % | N/A |
Annual distribution/ dividend yield (5Y) | 7.12 % | 0.78 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VHY | HVLU | |
|---|---|---|
Popularity | Medium | N/A |
Pearlers invested | 1,310 | 0 |
Median incremental investment | $1,013.39 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,476.98 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
VHY | HVLU | |
|---|---|---|
Pros |
| |
Cons |
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VHY | HVLU |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |