Q: Peter; Can you compare returns of the above two and which would be your preference? Thanks.
Rod
Rod
5i Research Answer:
MAW104 has a MER of 0.91%, 5-year return of 5.29%, 3-year of 1.37%, one year 7.33%. VBAL fees 0.25%, 5-year 5.87%, 3-yr 2.78%, 1-yr 7.82%. It is pretty close to a tie here, and the fee difference likely explains a large part of the performance difference; we would side with VBAL.