Compare AU

Compare USD vs. VSO

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares U.S. Dollar ETF

ASX

Buy

Buy

Overview
Performance

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 U.S. Dollar ETF (USD) 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

USD

VSO

Popularity

Low

Low

Pearlers invested

3

231

Median incremental investment

$2,022.49

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,043.46

$2,246.97

Average age group

> 35

> 35


Key Summary

USD

VSO

Strategy

USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ the Fund is designed to go up 10% too, before fees and expenses. Conversely, the Fund will go down if the U.S. dollar falls.

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

AUD - AUSTRALIA DOLLAR (0.34 %)

carsales.com Ltd. (2.47 %)

Atlas Arteria Ltd. (2.42 %)

Allkem Ltd. (2.38 %)

Top 3 industries

Other (99.98 %)

Communication Services (0.00 %)

Materials (24.32 %)

Industrials (14.76 %)

Financials (12.31 %)

Top 3 countries

Australia (98.99 %)

China (0.62 %)

United States (0.26 %)

Management fee

0.45 %

0.3 %


Key Summary

USD

VSO

Issuer

BetaShares

Vanguard

Tracking index

MSCI Australian Shares Small Cap Index - AUD

Asset class

ETF

ETF

Management fee

0.45 %

0.3 %

Price

$15.81

$68.09

Size

$81.654 million

N/A

10Y return

30.34 %

58.79 %

Annual distribution yield (5Y)

1.74 %

5.28 %

Market

ASX

ASX

First listed date

01/02/2011

26/05/2011

Purchase fee

$6.50

$6.50


Community Stats

USD

VSO

Popularity

Low

Low

Pearlers invested

3

231

Median incremental investment

$2,022.49

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,043.46

$2,246.97

Average age group

> 35

> 35


Pros and Cons

USD

VSO

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

USD

VSO

Lower exposure to AU market

Higher 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

Lower distribution yield

Higher distribution yield

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