Compare AU
Compare EX20 vs. VLC
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 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 | 21 | 45 |
Median incremental investment | $1,993.50 | $1,004.51 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,455.92 | $2,240.42 |
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. The ETF currently has 342.68m in AUM and 180 holdings. 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 %) | |
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 | $22.55 | $85.60 |
Size | $357.996 million | N/A |
10Y return | N/A | 39.82 % |
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 | 21 | 45 |
Median incremental investment | $1,993.50 | $1,004.51 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,455.92 | $2,240.42 |
Average age group | > 35 | > 35 |
Pros and Cons
EX20 | VLC | |
|---|---|---|
Pros |
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Cons |
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EX20 | VLC |
|---|---|
Higher exposure to AU market | Lower 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 |