Compare AU
Compare DVDY vs. VGAD
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 VanEck Morningstar Australian Moat Income ETF (DVDY) and the Vanguard MSCI Index International Shares (Hedged) ETF (VGAD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DVDY | VGAD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 52 | 519 |
Median incremental investment | $650.00 | $2,033.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,329.63 | $8,255.52 |
Average age group | > 35 | > 35 |
Key Summary
DVDY | VGAD | |
|---|---|---|
Strategy | DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. | The aim of Vanguard MSCI Index International Shares (Hedged) ETF is to track the return of the MSCI World ex-Australia (with net dividends reinvested) before considering fees, expenses, and tax. It also seeks to reduce the impact of foreign exchange fluctuations on the fund's performance by hedging it to the Australian dollar. |
Top 3 holdings | Medibank Pvt Ltd (5.03 %) Computershare Ltd (4.98 %) Telstra Group Ltd (4.64 %) | Apple Inc. (5.41 %) Microsoft Corp. (4.14 %) Amazon.com Inc. (2.15 %) |
Top 3 industries | Industrials (40.50 %) Financials (20.29 %) Real Estate (10.18 %) | Information Technology (22.51 %) Financials (13.70 %) Health Care (12.53 %) |
Top 3 countries | United States (72.94 %) Japan (5.73 %) United Kingdom of Great Britain and Northern Ireland (3.77 %) | |
Management fee | 0.35 % | 0.21 % |
Key Summary
DVDY | VGAD | |
|---|---|---|
Issuer | VanEck | Vanguard |
Tracking index | Morningstar Australia Dividend Yield Focus Index - AUD | MSCI World ex Australia - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.21 % |
Price | $21.62 | $98.28 |
Size | $59.854 million | N/A |
10Y return | N/A | 78.17 % |
Annual distribution yield (5Y) | 4.87 % | 3.46 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 20/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DVDY | VGAD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 52 | 519 |
Median incremental investment | $650.00 | $2,033.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,329.63 | $8,255.52 |
Average age group | > 35 | > 35 |
Pros and Cons
DVDY | VGAD | |
|---|---|---|
Pros |
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Cons |
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DVDY | VGAD |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |