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Compare AU
Compare USD 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 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 | 6 | 304 |
Median incremental investment | $1,873.55 | $994.64 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,163.58 | $2,597.94 |
Average age group | > 35 | > 35 |
Key Summary
USD | VSO | |
|---|---|---|
Strategy | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ 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 | USD - UNITED STATES DOLLAR (99.92 %) AUD - AUSTRALIA DOLLAR (0.08 %) | 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 (98.27 %) United Kingdom of Great Britain and Northern Ireland (0.95 %) United States (0.69 %) | |
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 | $14.11 | $77.09 |
Size | $54.054 million | N/A |
10Y return | 2.39 % | 92.97 % |
Annual distribution yield (5Y) | 2.54 % | 4.77 % |
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 | 6 | 304 |
Median incremental investment | $1,873.55 | $994.64 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,163.58 | $2,597.94 |
Average age group | > 35 | > 35 |
Pros and Cons
USD | VSO | |
|---|---|---|
Pros |
| |
Cons |
|
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 |