Compare AU

Compare EX20 vs. VSO

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 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

EX20

VSO

Popularity

Low

Low

Pearlers invested

22

229

Median incremental investment

$1,993.50

$999.87

Median investment frequency

Monthly

Monthly

Median total investment

$2,372.70

$2,180.23

Average age group

> 35

> 35


Key Summary

EX20

VSO

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.

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

SUNCORP GROUP LTD (2.54 %)

COCHLEAR LTD (2.45 %)

BRAMBLES LTD (2.39 %)

carsales.com Ltd. (2.47 %)

Atlas Arteria Ltd. (2.42 %)

Allkem Ltd. (2.38 %)

Top 3 industries

Materials (16.44 %)

Financials (13.89 %)

Industrials (13.22 %)

Materials (24.32 %)

Industrials (14.76 %)

Financials (12.31 %)

Top 3 countries

Australia (89.38 %)

United States (5.50 %)

New Zealand (3.83 %)

Australia (98.99 %)

China (0.62 %)

United States (0.26 %)

Management fee

0.25 %

0.3 %


Key Summary

EX20

VSO

Issuer

BetaShares

Vanguard

Tracking index

Nasdaq Australia Completion Cap Index - AUD

MSCI Australian Shares Small Cap Index - AUD

Asset class

ETF

ETF

Management fee

0.25 %

0.3 %

Price

$22.49

$70.33

Size

$357.996 million

N/A

10Y return

N/A

67.65 %

Annual distribution yield (5Y)

3.56 %

5.28 %

Market

ASX

ASX

First listed date

07/10/2016

26/05/2011

Purchase fee

$6.50

$6.50


Community Stats

EX20

VSO

Popularity

Low

Low

Pearlers invested

22

229

Median incremental investment

$1,993.50

$999.87

Median investment frequency

Monthly

Monthly

Median total investment

$2,372.70

$2,180.23

Average age group

> 35

> 35


Pros and Cons

EX20

VSO

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

EX20

VSO

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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