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Compare AU
Compare IGB 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 iShares Treasury ETF (IGB) 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
IGB | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 313 |
Median incremental investment | $842.93 | $998.69 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,307.84 | $2,518.92 |
Average age group | 26 - 35 | > 35 |
Key Summary
IGB | VSO | |
|---|---|---|
Strategy | IGB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 291.5m in AUM and 31 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury. | 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 | AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %) | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) |
Top 3 countries | Australia (98.27 %) United Kingdom of Great Britain and Northern Ireland (0.95 %) United States (0.69 %) | |
Management fee | 0.26 % | 0.3 % |
Key Summary
IGB | VSO | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | Bloomberg AusBond Treasury (0+Y) | MSCI Australian Shares Small Cap Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.3 % |
Price | $96.16 | $69.97 |
Size | $295.528 million | N/A |
10Y return | -7.83 % | 59.02 % |
Annual distribution yield (5Y) | 1.75 % | 4.77 % |
Market | ASX | ASX |
First listed date | 14/03/2012 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IGB | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 313 |
Median incremental investment | $842.93 | $998.69 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,307.84 | $2,518.92 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IGB | VSO | |
|---|---|---|
Pros |
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Cons |
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IGB | VSO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |