VGS vs BGBL: Vanguard vs Betashares Global Share Showdown
Compare VGS.AX (Vanguard International Shares Index ETF) vs BGBL.AX (Betashares Global Shares ETF) ETF holding overlap, sector concentration, MER fee differences, and 5Y CAGR returns.
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Executive Quantitative Summary
Both VGS.AX and BGBL.AX serve as institutional building blocks for Australian investors, displaying a 61% structural asset overlap. Investors prioritizing low cost may favor BGBL.AX (0.08% MER), while those seeking broader index coverage may prefer BGBL.AX (1520 total holdings).
Side-by-Side Metric Specifications
| Metric / Spec | Vanguard International Shares Index ETF (VGS.AX) | Betashares Global Shares ETF (BGBL.AX) |
|---|---|---|
| Issuer / Provider | Vanguard Australia | Betashares |
| Benchmark Index | MSCI World ex-Australia Index | Solactive Developed Markets ex-Australia Large & Mid Cap Index |
| Management Fee (MER) | 0.18% p.a. | 0.08% p.a. |
| Total Stock Holdings | 1450 stocks | 1520 stocks |
| Distribution Cadence | Quarterly | Semi-Annually |
| 5-Year Return (CAGR) | +12.65% | +12.8% |
Overlapping Stock Holdings Breakdown
| Stock Symbol | Company Name | VGS.AX Weight | BGBL.AX Weight |
|---|---|---|---|
| MSFT | Microsoft Corp | 4.85% | 4.88% |
| AAPL | Apple Inc | 4.42% | 4.45% |
| NVDA | NVIDIA Corp | 4.18% | 4.20% |
| AMZN | Amazon.com Inc | 2.65% | 2.68% |
| META | Meta Platforms Inc | 1.68% | 1.70% |
| GOOGL | Alphabet Inc Class A | 1.42% | 1.44% |
Key Institutional Takeaways
- 1Management Expense Ratio (MER): Vanguard International Shares Index ETF costs 0.18% p.a. vs Betashares Global Shares ETF at 0.08% p.a. (a 0.1% annual cost differential).
- 2Index Standard: Vanguard International Shares Index ETF tracks the MSCI World ex-Australia Index (1450 stocks) whereas Betashares Global Shares ETF tracks the Solactive Developed Markets ex-Australia Large & Mid Cap Index (1520 stocks).
- 3Distribution Cadence: Vanguard International Shares Index ETF pays quarterly distributions compared to Betashares Global Shares ETF's semi-annually payout cycle.
- 4Historical Performance: 5-Year CAGR stands at 12.65% for VGS.AX vs 12.8% for BGBL.AX.
Optimize Your Personal Portfolio Overlap
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