Compare AU
Compare EX20 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 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 |
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Cons |
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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 |