Compare AU
Compare EX20 vs. VTS
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 US Total Market Shares Index ETF (VTS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
EX20 | VTS | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 22 | 2,894 |
Median incremental investment | $1,993.50 | $1,270.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,584.46 | $5,193.65 |
Average age group | > 35 | > 35 |
Key Summary
EX20 | VTS | |
|---|---|---|
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. | Vanguard U.S. Total Market Shares Index ETF (ASX: VTS) seeks to track the performance of the CRSP US Total Market Index before account fees, expenses and taxes. The index tracks the large, mid, small and micro-cap stocks on the US stock market, thus representing nearly 100% of the investable US stock market. |
Top 3 holdings | SUNCORP GROUP LTD (2.54 %) COCHLEAR LTD (2.45 %) BRAMBLES LTD (2.39 %) | Apple Inc. (5.56 %) Microsoft Corp. (4.68 %) Amazon.com Inc. (2.06 %) |
Top 3 industries | Materials (16.44 %) Financials (13.89 %) Industrials (13.22 %) | Information Technology (25.02 %) Health Care (15.04 %) Financials (10.84 %) |
Top 3 countries | Australia (89.38 %) United States (5.50 %) New Zealand (3.83 %) | United States (99.41 %) Switzerland (0.25 %) Canada (0.12 %) |
Management fee | 0.25 % | 0.03 % |
Key Summary
EX20 | VTS | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | Nasdaq Australia Completion Cap Index - AUD | CRSP U.S. Total Market Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.03 % |
Price | $21.79 | $472.15 |
Size | $370.934 million | $30.252 million |
10Y return | N/A | 257.20 % |
Annual distribution yield (5Y) | 3.56 % | 1.34 % |
Market | ASX | ASX |
First listed date | 07/10/2016 | 08/05/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EX20 | VTS | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 22 | 2,894 |
Median incremental investment | $1,993.50 | $1,270.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,584.46 | $5,193.65 |
Average age group | > 35 | > 35 |
Pros and Cons
EX20 | VTS | |
|---|---|---|
Pros |
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Cons |
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EX20 | VTS |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |