Back
Compare AU
Compare 29BB vs. VSO
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 Betashares 2029 Fixed Term Corp Bond Active ETF (29BB) and the Vanguard MSCI Australian Small Companies Index ETF (VSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
29BB | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 253 |
Median incremental investment | $10,000.00 | $994.64 |
Median investment frequency | Daily | Monthly |
Median total investment | $9,991.08 | $2,366.74 |
Average age group | > 35 | > 35 |
Key Summary
29BB | VSO | |
|---|---|---|
Strategy | 29BB.AX was created on 2025-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with access to a diversified portfolio of fixed-rate, investment grade, Australian dollar denominated corporate bonds with maturity dates occurring between May 2028 and May 2029, inclusive | VSO.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on small cap equity. Vanguard MSCI Australian Small Companies Index ETF seeks to track the return of the MSCI Australian Shares Small Cap Index before taking into account fees, expenses and tax. |
Top 3 holdings | WESTPAC BANKING CORP 5.0% JAN-29 (4.14 %) NSW ELECTRICITY NETWORKS 2.732% APR-29 (3.00 %) DWPF FINANCE PTY LTD 1.9% AUG-28 (2.97 %) | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) |
Top 3 industries | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) | |
Top 3 countries | Australia (98.99 %) China (0.62 %) United States (0.26 %) | |
Management fee | 0 % | 0.3 % |
Key Summary
29BB | VSO | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.3 % |
Price | $25.29 | $70.12 |
Size | N/A | N/A |
10Y return | N/A | 61.79 % |
Annual distribution yield (5Y) | 0.34 % | 4.68 % |
Market | ASX | ASX |
First listed date | 01/05/2025 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
29BB | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 253 |
Median incremental investment | $10,000.00 | $994.64 |
Median investment frequency | Daily | Monthly |
Median total investment | $9,991.08 | $2,366.74 |
Average age group | > 35 | > 35 |
Pros and Cons
29BB | VSO | |
|---|---|---|
Pros |
|
|
Cons |
|
|
29BB | VSO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |