GROW vs. VDBA ETF Comparison

Comparison of Schroder Real Return (Managed Fund) (GROW) to Vdbalance Etf Units (VDBA)

GROW

Schroder Real Return (Managed Fund)

GROW Description

Schroder Real Return Fund is an objective based, multi-asset strategy, available as an active ETF on the ASX (Code:GROW) that uses a dynamic, unconstrained approach to asset allocation in order to take full advantage of opportunities presented in the market. With the flexibility to invest across a broad range of asset classes, the Fund is managed with the intention of delivering a smoother path of returns than shares whilst also achieving a real return relative to inflation.

Grade (RS Rating)

Last Trade

$3.74

Average Daily Volume

23,698

Number of Holdings ^*

* may have additional holdings in another (foreign) market

VDBA

Vdbalance Etf Units

VDBA Description

The ETF provides low-cost access to a range of sector funds, offering broad diversifiecation 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.

Grade (RS Rating)

Last Trade

$56.10

Average Daily Volume

17,143

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	GROW	VDBA
30 Days	-0.27%	-0.60%
60 Days	1.08%	0.46%
90 Days	2.75%	1.79%
12 Months	10.59%	16.04%

0 Overlapping Holdings

	Symbol	Grade	Weight in GROW	Weight in VDBA	Overlap

GROW Overweight 2 Positions Relative to VDBA

	Symbol	Grade	Weight
	VAF	C	6.06%
	PLUS	C	4.81%

GROW Underweight 3 Positions Relative to VDBA

Symbol	Grade	Weight
VBND	C	-0.5%
VAS	B	-0.38%
VGAD	B	-0.37%

GROW: Top Represented Industries & Keywords

Industries:

Keywords: Active Management Bond Commonwealth Government Of Australia Financial Markets Government Of Australia Index Fund Investment Management Mortgage Backed Security Security Stock Market

VDBA: Top Represented Industries & Keywords

Industries: