Compare AU
Compare VHY vs. VESG
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 Ethically Conscious International Shares Index ETF (VESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VHY | VESG | |
---|---|---|
Popularity | Medium | Medium |
Pearlers invested | 1,516 | 2,317 |
Median incremental investment | $1,011.10 | $990.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,272.00 | $2,454.66 |
Average age group | > 35 | 26 - 35 |
Key Summary
VHY | VESG | |
---|---|---|
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. | 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. |
Top 3 holdings | BHP Group Ltd. (10.26 %) Commonwealth Bank of Australia (9.79 %) National Australia Bank Ltd. (6.83 %) | Apple Inc. (5.54 %) Microsoft Corp. (4.67 %) Amazon.com Inc. (2.10 %) |
Top 3 industries | Financials (40.37 %) Materials (23.34 %) Energy (10.73 %) | Information Technology (26.14 %) Health Care (16.64 %) Financials (15.14 %) |
Top 3 countries | Australia (99.89 %) China (0.11 %) | United States (73.33 %) Japan (6.63 %) Switzerland (2.90 %) |
Management fee | 0.25 % | 0.18 % |
Key Summary
VHY | VESG | |
---|---|---|
Issuer | Vanguard | Vanguard |
Tracking index | FTSE Australia High Dividend Yield Index - AUD | FTSE Developed ex Australia Choice Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.18 % |
Price | $71.60 | $94.97 |
Size | N/A | N/A |
10Y return | 3.86 % | N/A |
Annual distribution yield (5Y) | 7.50 % | 1.65 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 13/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VHY | VESG | |
---|---|---|
Popularity | Medium | Medium |
Pearlers invested | 1,516 | 2,317 |
Median incremental investment | $1,011.10 | $990.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,272.00 | $2,454.66 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VHY | VESG | |
---|---|---|
Pros |
|
|
Cons |
|
|
VHY | VESG |
---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |