At a glance
Side-by-side comparison
| Metric |
VDGR
Vanguard Diversified Growth Index ETF
|
VDBA
Vanguard Diversified Balanced Index ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
Vanguard
|
Vanguard
|
| Tracks index |
—
|
—
|
| Categories |
AU, Intl, Market-Cap
|
AU, Intl, Market-Cap
|
| Listed since |
2017 (9 yrs)
|
2017 (9 yrs)
|
| Fund size (AUM) |
$1.5bn
|
$927m
|
| Cost & income | ||
| Management fee |
0.27%
|
0.27%
|
| Dividend yield |
4.11%
|
5.17%
|
| Franking |
22%
|
35%
|
| Turnover |
8%
|
8%
|
| Tax drag | 1.24% | 1.32% |
| Returns |
Tax bracket
|
|
| 1-year return |
8.5%
net
|
6.5%
net
|
| 3-year return |
10.8%
net
|
8.6%
net
|
| 5-year return |
6.6%
net
|
4.5%
net
|
| 10-year return |
—
|
—
|
| Risk | ||
| Volatility (3y) |
7.3%
|
6.2%
|
| Volatility (5y) |
8.6%
|
7.4%
|
| Volatility (10y) |
—
|
—
|
| Sharpe ratio (3y) |
0.88
|
0.71
|
| Sharpe ratio (5y) |
0.42
|
0.2
|
| Sharpe ratio (10y) |
—
|
—
|
| Bid/ask spread |
—
|
—
|
marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.
Each fund at a glance
- Low-cost: a 0.27% management fee keeps more of the return in your pocket.
- Pays a useful 4.11% income yield.
- Cheaper alternatives exist: DHHF.
- Low-cost: a 0.27% management fee keeps more of the return in your pocket.
- Pays a useful 5.17% income yield.
- Cheaper alternatives exist: IBAL.
Frequently Asked Questions
VDGR and VDBA are 2 Australian-listed ETFs we compare side by side. VDGR carries the lower management fee (0.27%). Over 5 years, VDGR has delivered the higher total return (6.6% a year). The table above breaks down fees, returns, income and risk for each.
VDGR has the lower management fee at 0.27% a year, versus VDBA 0.27%.
Over the past 5 years, VDGR has delivered the higher total return at 6.6% a year. Past performance is not a reliable indicator of future returns.
VDBA pays the higher at 5.17%. Remember distributions are taxed each year at your marginal rate.
VDGR is the larger fund by assets ($1.5bn). Larger funds are typically more liquid and trade on tighter spreads.
Related comparisons
General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.