Compare AU

Compare EX20 vs. VLC

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Australian Ex-20 Portfolio Diversifier ETF

ASX

Buy

Buy

Overview
Performance

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 Australian Ex-20 Portfolio Diversifier ETF (EX20) and the Vanguard MSCI Australian Large Companies Index ETF (VLC). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

EX20

VLC

Popularity

Low

Low

Pearlers invested

22

45

Median incremental investment

$1,993.50

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,584.46

$2,187.12

Average age group

> 35

> 35


Key Summary

EX20

VLC

Strategy

EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation.

VLC.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on large cap equity. To closely track the MSCI Australian Shares Large Cap Index, the Fund will hold all of the securities in the index.

Top 3 holdings

SUNCORP GROUP LTD (2.54 %)

COCHLEAR LTD (2.45 %)

BRAMBLES LTD (2.39 %)

BHP Group Ltd. (17.50 %)

Commonwealth Bank of Australia (13.40 %)

CSL Ltd. (9.73 %)

Top 3 industries

Materials (16.44 %)

Financials (13.89 %)

Industrials (13.22 %)

Financials (36.62 %)

Materials (25.30 %)

Health Care (9.73 %)

Top 3 countries

Australia (89.38 %)

United States (5.50 %)

New Zealand (3.83 %)

Australia (100.00 %)

Management fee

0.25 %

0.2 %


Key Summary

EX20

VLC

Issuer

BetaShares

Vanguard

Tracking index

Nasdaq Australia Completion Cap Index - AUD

MSCI Australian Shares Large Cap Index - AUD

Asset class

ETF

ETF

Management fee

0.25 %

0.2 %

Price

$21.79

$84.12

Size

$370.934 million

N/A

10Y return

N/A

36.20 %

Annual distribution yield (5Y)

3.56 %

6.70 %

Market

ASX

ASX

First listed date

07/10/2016

26/05/2011

Purchase fee

$6.50

$6.50


Community Stats

EX20

VLC

Popularity

Low

Low

Pearlers invested

22

45

Median incremental investment

$1,993.50

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,584.46

$2,187.12

Average age group

> 35

> 35


Pros and Cons

EX20

VLC

Pros

  • Higher exposure to US market

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

EX20

VLC

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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