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Compare VLC vs. ADEF
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 VLC and ADEF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
VLC | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 52 | 0 |
Median incremental investment | $1,000.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,212.34 | $0 |
Average age group | > 35 | N/A |
Key Summary
VLC | ADEF | |
|---|---|---|
Strategy | VLC.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on large cap equity. To closely track the MSCI Australian Shares Large Cap Index, the Fund will hold all of the securities in the index. | ADEF.AX was created on 2021-02-24 by Apostle. The fund's investment portfolio concentrates primarily on total market equity. The Fund’s investment objective is to deliver Long-Term dividend growth and capital appreciation. The target is to exceed the MSCI All Country World ex Australia Index by 2.5% p.a. after all fees and expenses on a rolling 5 year basis. |
Top 3 holdings | BHP Group Ltd. (17.50 %) Commonwealth Bank of Australia (13.40 %) CSL Ltd. (9.73 %) | Apostle Dundas Gbl Eqty Fund - Class D Active ETF (100 %) |
Top 3 industries | Financials (36.62 %) Materials (25.30 %) Health Care (9.73 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.2 % | 0 % |
Key Summary
VLC | ADEF | |
|---|---|---|
Issuer | Vanguard | Apostle |
Tracking index | MSCI Australian Shares Large Cap Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0 % |
Price | $85.09 | $6.18 |
Size | $294.538 million | N/A |
10Y return | 37.71 % | N/A |
Annual distribution/ dividend yield (5Y) | 6.92 % | 0.28 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 23/02/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VLC | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 52 | 0 |
Median incremental investment | $1,000.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,212.34 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
VLC | ADEF | |
|---|---|---|
Pros |
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Cons |
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VLC | ADEF |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |