Back
Compare AU
Compare AAA 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, shares and ETFs are a popular choice. Two options in the ASX are AAA and VSO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AAA | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 239 | 317 |
Median incremental investment | $4,076.30 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,307.82 | $2,778.33 |
Average age group | > 35 | > 35 |
Key Summary
AAA | VSO | |
|---|---|---|
Strategy | AAA.AX was created on 2012-03-06 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide exposure to Australian cash, with attractive and regular incomedistributions that exceed the 30 day Bank Bill Swap Rate (after fees and expenses). | 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 | Betashares Australian High Interest Cash ETF (100 %) | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) |
Top 3 industries | Communication Services (100.00 %) | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) |
Top 3 countries | Australia (98.27 %) United Kingdom of Great Britain and Northern Ireland (0.95 %) United States (0.69 %) | |
Management fee | 0.18 % | 0.3 % |
Key Summary
AAA | VSO | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.3 % |
Price | $50.17 | $75.09 |
Size | $5.130 billion | N/A |
10Y return | 0.02 % | 63.45 % |
Annual dividend/βdistribution yield (5Y) | 2.26 % | 4.77 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 239 | 317 |
Median incremental investment | $4,076.30 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,307.82 | $2,778.33 |
Average age group | > 35 | > 35 |
Pros and Cons
AAA | VSO | |
|---|---|---|
Pros |
|
|
Cons |
|
|
AAA | 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 |