Compare AU
Compare VLUE vs. GARP
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 VLUE and GARP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
VLUE | GARP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 25 | 32 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,147.55 | $1,406.48 |
Average age group | > 35 | 26 - 35 |
Key Summary
VLUE | GARP | |
|---|---|---|
Strategy | VLUE.AX was created on 2021-03-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. VLUE.AX gives investors a diversified portfolio of 250 international developed market large- and mid-cap companies, with high value scores as calculated by MSCI at each rebalance. | GARP.AX was created on 2024-09-24 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide investors with a return that (before fees and expenses) tracks the performance of the S&P World Ex-Australia GARP.AX Index. |
Top 3 holdings | Cisco Systems Inc (3.73 %) Qualcomm Inc (2.47 %) International Business Machines Corp (2.35 %) | Global X S&P World Ex Australia Garp ETF (100 %) |
Top 3 industries | Information Technology (49.50 %) Communication Services (19.40 %) Financials (13.99 %) | |
Top 3 countries | United States (44.95 %) Japan (21.76 %) United Kingdom of Great Britain and Northern Ireland (7.35 %) | |
Management fee | 0.4 % | 0 % |
Key Summary
VLUE | GARP | |
|---|---|---|
Issuer | VanEck | Global X |
Tracking index | MSCI World ex Australia Index - AUD - Benchmark TR Net | S&P World Ex-Australia GARP Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0 % |
Price | $27.37 | $11.97 |
Size | $290.016 million | $8.875 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.00 % | - % |
Market | ASX | ASX |
First listed date | 09/03/2021 | 25/09/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VLUE | GARP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 25 | 32 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,147.55 | $1,406.48 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VLUE | GARP | |
|---|---|---|
Pros |
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Cons |
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VLUE | GARP |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |