Compare AU
Compare VHY vs. VDBA
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 Vanguard Diversified Balanced Index ETF (VDBA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VHY | VDBA | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,330 | 38 |
Median incremental investment | $1,013.39 | $1,995.55 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,473.35 | $5,019.90 |
Average age group | > 35 | > 35 |
Key Summary
VHY | VDBA | |
|---|---|---|
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. | VDBA.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The ETF provides low-cost access to a range of sector funds, offering broad diversification across multiple asset classes. The Balanced ETF is designed for investors seeking a balance between income and capital growth. The ETF targets a 50% allocation to income asset classes and a 50% allocation to growth asset classes. |
Top 3 holdings | BHP Group Ltd. (10.26 %) Commonwealth Bank of Australia (9.79 %) National Australia Bank Ltd. (6.83 %) | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) |
Top 3 industries | Financials (40.37 %) Materials (23.34 %) Energy (10.73 %) | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) |
Top 3 countries | Australia (99.89 %) China (0.11 %) | United States (39.73 %) Australia (38.16 %) Japan (3.57 %) |
Management fee | 0.25 % | 0.27 % |
Key Summary
VHY | VDBA | |
|---|---|---|
Issuer | Vanguard | Vanguard |
Tracking index | FTSE Australia High Dividend Yield Index - AUD | A10808-20% S&P - ASX 300-14.5% MSCI World ex-Australia-9% MSCI World ex-Aus hedged-AUD-3.5% MSCI World ex-Aus Small Cap-3% MSCI Emerging Market-15% Bloomberg AusBond Composite 0+ Yr-35% Bloomberg Barclays Global Aggregate Float-Adjusted and Scaled-TR |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.27 % |
Price | $75.50 | $57.70 |
Size | N/A | $1.129 million |
10Y return | 10.80 % | N/A |
Annual distribution yield (5Y) | 7.12 % | 4.61 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VHY | VDBA | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,330 | 38 |
Median incremental investment | $1,013.39 | $1,995.55 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,473.35 | $5,019.90 |
Average age group | > 35 | > 35 |
Pros and Cons
VHY | VDBA | |
|---|---|---|
Pros |
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Cons |
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VHY | VDBA |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |