Compare AU
Compare VISM 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 MSCI International Small Companies Index ETF (VISM) 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
VISM | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 270 | 38 |
Median incremental investment | $1,200.99 | $1,993.37 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,563.47 | $5,371.38 |
Average age group | 26 - 35 | > 35 |
Key Summary
VISM | VDBA | |
|---|---|---|
Strategy | Vanguard MSCI International Small Companies Index ETF aims to track the returns and performance of the MSCI World ex-Australia Small Cap Index before considering fees, expenses, and tax. It tracks the performance of the index with dividends reinvested. | 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 | Reliance Steel & Aluminum Co. (0.20 %) United Therapeutics Corp. (0.20 %) Axon Enterprise Inc. (0.19 %) | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) |
Top 3 industries | Industrials (19.35 %) Financials (14.55 %) Consumer Discretionary (12.64 %) | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) |
Top 3 countries | United States (62.44 %) Japan (12.99 %) United Kingdom of Great Britain and Northern Ireland (5.56 %) | United States (39.73 %) Australia (38.16 %) Japan (3.57 %) |
Management fee | 0.32 % | 0.27 % |
Key Summary
VISM | VDBA | |
|---|---|---|
Issuer | Vanguard | Vanguard |
Tracking index | MSCI World ex AU Small Cap | 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 | 0.32 % | 0.27 % |
Price | $65.73 | $56.84 |
Size | N/A | $1.129 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.21 % | 4.67 % |
Market | ASX | ASX |
First listed date | 13/11/2018 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VISM | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 270 | 38 |
Median incremental investment | $1,200.99 | $1,993.37 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,563.47 | $5,371.38 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
VISM | VDBA | |
|---|---|---|
Pros |
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Cons |
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VISM | VDBA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |