VDBA
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Vanguard Diversified Balanced Index ETF

🇦🇺 ASX

🌏 GLOBAL

⛳️ DIVERSIFIED

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👑 Overview

📈 Performance

📙 Holdings

💰 Distributions

💵 Cost

🍃 Esg

🤓 Advanced

👨‍👩‍👧‍👦 Community

📈

-0.04%
Annual Growth

5 years average annual growth

💰

2.01%
Annual distribution yield

Based on the most recent distribution

💵

$ 500
Minimum Order

Due to regulatory requirements

🌏

34
Pearlers Invested

Since January 2020

👑 Overview

Key information
🔎 Fund Overview

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.

🌐 Website

📈 Performance

Price History

+13.31%

1M

1Y

All Time

Graph

Table

How could long term investing grow your wealth?*

Based on an initial investment of

$

and recurring investments every

for

$

Your wealth could grow to...
$61,434.85

after 5 years

$121,243.79

after 10 years

*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.

Unsure how much or often to invest?
🗓️ Investing frequency calculator

Determine the investment frequency needed to reach your goals

Try it out →
💵 Investing amount calculator

Determine the recurring investment needed to reach your goals

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⏱️ Investing duration calculator

Determine how long you will need to invest to reach your goals

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📙 Top Holdings

Show more
BHP Group Ltd.
2.15%

Updated as of 30 November 2022

Industry Exposure
📙 Other
54%
🏦 Financials
10%
🤖 Information
7%
🧱 Materials
6%
🩺 Health
6%
🏭 Industrials
5%
🛍️ Consumer
5%
🔋 Energy
3%
📞 Communication
2%
🏡 Real Estate
2%
⚡️ Utilities
1%
Country Exposure
🇺🇸 United States
40%
🇦🇺 Australia
38%
🇯🇵 Japan
4%
🇬🇧 United Kingdom of Great Britain and Northern Ireland
2%
🇨🇦 Canada
2%
🇨🇳 China
2%
🇨🇭 Switzerland
1%
🇫🇷 France
1%
🇩🇪 Germany
1%
🇮🇳 India
1%
🇹🇼 Taiwan
1%
🇳🇿 New Zealand
1%
🇳🇱 Netherlands
1%
🇰🇷 Korea
1%
🇸🇪 Sweden
1%

💰 Distributions

Payouts

💰 Annual Distribution Yield*

2.01%

💰 Annual Distribution Earnings Per $1,000 invested**

$20.08

💰 Most Recent Distribution Franked Percentage Estimate

41.01%

💰 Average Distribution Franked Percentage Estimate

29.49 %

💰 Distribution reinvestment

Learn more

* Based on the most recent distribution

** Calculated by multiplying the most recent distribution yield by $1,000

Estimate your distribution

If you held

$

of VDBA, your last distribution payment(s) would have been:

$ 39.31

on Wed Oct 16 2024

$ 107.17

on Tue Jul 16 2024

*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.

Distribution History

1Y

5Y

10Y

Graph

Table

Year
Yearly Distribution Earnings Per Share
Franking Estimate

2024

$1.13

13.67%

2023

$0.83

14.75%

2022

$1.58

14.42%

2021

$5.08

8.04%

2020

$2.90

1.24%

2019

$0.98

8.18%

2018

$0.61

9.82%

2017

$0.00

0.00%

2016

$0.00

0.00%

2015

$0.00

0.00%

💵 Costs

💵

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

💼

0.27%
Management Fee

Included in unit price, not charged by Pearler

💸

Want to know the long term costs?
Calculate the historic long term costs to hold your investments
💸 Net fee calculator

🍃 Environmental, Social and Governance scores ℹ️

🌳

Environmental Score
75

A measure of an organisations or investment's impact on the natural environment, including factors such as carbon emissions, resource usage, and pollution

🕊️

Social Score
85

An assessment of an organisations management practices, board structure, transparency, and accountability, reflecting its commitment to ethical behavior and responsible decision-making.

⚖️

Governance Score
84

An evaluation of an organisations impact on society, focusing on factors such as employee welfare, diversity and inclusion, community engagement, and product safety and quality.

🤓 Advanced information

Technical Info

💰 Price*

$56.94

💰 Price To Earnings Ratio

0.00

💰 Price To Book Ratio

0.00

💰 Leveraged

No

💰 Inverse

No

*Price may be up to 24 hours old

👩‍👩‍👦 Community Insights

How our community is investing

🌏 Pearlers invested in VDBA

34

📊 Total Capital Earnings

$161K

🔃 Average investment frequency

60 weeks

💵 Average investment amount

$12,857

Last time a customer invested in VDBA

4 days
VDBA investor breakdown
💵 Income of investors

More than 200k

150k - 200k

8%

100k - 150k

24%

50k - 100k

41%

Less than 50k

24%
👶 Age of investors

18 - 25

26 - 34

38%

35 - 90

62%
🙋 Legal gender of investors

Female

59%

Male

41%

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📊 Share price

$62.69 AUD

📈 HIGH PRICE GROWTH

🇺🇸 UNITED STATES

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🕊️ SOCIALLY AWARE

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