Compare AU
Compare HVST 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 Dividend Harvester Active ETF (HVST) 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
HVST | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 56 | 243 |
Median incremental investment | $990.50 | $999.87 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,489.03 | $2,237.88 |
Average age group | > 35 | > 35 |
Key Summary
HVST | VSO | |
|---|---|---|
Strategy | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 219.8m in AUM and 57 holdings. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. | 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 | BETASHARES AUSTRALIA 200 ETF (24.68 %) BHP GROUP LTD (7.64 %) COMMONWEALTH BANK OF AUSTRALIA (5.20 %) | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) |
Top 3 industries | Other (33.26 %) Financials (26.14 %) Materials (13.34 %) | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) |
Top 3 countries | Australia (97.05 %) United States (2.00 %) United Kingdom of Great Britain and Northern Ireland (0.56 %) | Australia (98.99 %) China (0.62 %) United States (0.26 %) |
Management fee | 0.65 % | 0.3 % |
Key Summary
HVST | VSO | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.3 % |
Price | $12.93 | $65.82 |
Size | $226.256 million | N/A |
10Y return | -48.34 % | 39.30 % |
Annual distribution yield (5Y) | 8.74 % | 5.40 % |
Market | ASX | ASX |
First listed date | 03/11/2014 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVST | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 56 | 243 |
Median incremental investment | $990.50 | $999.87 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,489.03 | $2,237.88 |
Average age group | > 35 | > 35 |
Pros and Cons
HVST | VSO | |
|---|---|---|
Pros |
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Cons |
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HVST | VSO |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |