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Compare LEVR vs. VAS
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 First Sentier Geared Australian Share Complex ETF (LEVR) and the Vanguard Australian Shares Index ETF (VAS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LEVR | VAS | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 2 | 27,057 |
Median incremental investment | $3,056.34 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,836.08 | $2,742.00 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
LEVR | VAS | |
|---|---|---|
Strategy | LEVR.AX was created on 2023-09-25 by First Sentier. The fund's investment portfolio concentrates primarily on large cap equity. To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The Fund aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven-year periods before fees and taxes. | Vanguard Australian Shares Index ETF (ASX: VAS) seeks to track the performance of the ASX 300 index before account fees, expenses, and taxes. The index tracks the top 300 companies on the Australian Securities Exchange (ASX). |
Top 3 holdings | Commonwealth Bank of Australia (12.80 %) BHP Group Ltd (8.87 %) National Australia Bank Ltd (6.76 %) | BHP Group Ltd. (10.36 %) Commonwealth Bank of Australia (7.92 %) CSL Ltd. (5.76 %) |
Top 3 industries | Financials (44.89 %) Materials (16.30 %) Health Care (11.85 %) | Financials (27.66 %) Materials (23.74 %) Health Care (8.77 %) |
Top 3 countries | Australia (94.56 %) United States (3.02 %) New Zealand (1.65 %) | |
Management fee | 0 % | 0.07 % |
Key Summary
LEVR | VAS | |
|---|---|---|
Issuer | First Sentier | Vanguard |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.07 % |
Price | $1.555 | $109.39 |
Size | N/A | $22.523 billion |
10Y return | N/A | 66.75 % |
Annual distribution yield (5Y) | 2.50 % | 4.16 % |
Market | ASX | ASX |
First listed date | 14/05/2025 | 08/05/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LEVR | VAS | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 2 | 27,057 |
Median incremental investment | $3,056.34 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,836.08 | $2,742.00 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
LEVR | VAS | |
|---|---|---|
Pros |
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Cons |
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LEVR | VAS |
|---|---|
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 |