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Compare VTS vs. HGBL
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 Morningstar Us Total Mkt Shares Index ETF (VTS) and the Betashares Global Shares Currency Hedged ETF (HGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VTS | HGBL | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,440 | 131 |
Median incremental investment | $1,295.39 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,755.31 | $22,542.00 |
Average age group | > 35 | > 35 |
Key Summary
VTS | HGBL | |
|---|---|---|
Strategy | Vanguard U.S. Total Market Shares Index ETF (ASX: VTS) seeks to track the performance of the CRSP US Total Market Index before account fees, expenses and taxes. The index tracks the large, mid, small and micro-cap stocks on the US stock market, thus representing nearly 100% of the investable US stock market. | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. |
Top 3 holdings | Apple Inc. (5.56 %) Microsoft Corp. (4.68 %) Amazon.com Inc. (2.06 %) | MSCI WORLD INDEX SEP26 (0 %) NVIDIA CORP (5.98 %) APPLE INC (5.10 %) |
Top 3 industries | Information Technology (25.02 %) Health Care (15.04 %) Financials (10.84 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | United States (99.42 %) Switzerland (0.22 %) Canada (0.10 %) | United States (72.60 %) Japan (6.38 %) United Kingdom of Great Britain and Northern Ireland (3.60 %) |
Management fee | 0.03 % | 0.11 % |
Key Summary
VTS | HGBL | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | Morningstar US Total Market TR USD | Solactive GBS Developed Markets ex Australia Large & Mid Cap AUD Index |
Asset class | ETF | ETF |
Management fee | 0.03 % | 0.11 % |
Price | $521.94 | $86.70 |
Size | $688.389 billion | $2.807 billion |
10Y return | 260.85 % | N/A |
Annual distribution yield (5Y) | 1.15 % | 1.38 % |
Market | ASX | ASX |
First listed date | 08/05/2009 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VTS | HGBL | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,440 | 131 |
Median incremental investment | $1,295.39 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,755.31 | $22,542.00 |
Average age group | > 35 | > 35 |
Pros and Cons
VTS | HGBL | |
|---|---|---|
Pros |
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Cons |
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VTS | HGBL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |