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Compare AU

Compare VLC vs. OZF

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

Vanguard MSCI Australian Large Companies Index 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 Vanguard MSCI Australian Large Companies Index ETF (VLC) and the SPDR S&P/ASX 200 Financials Ex A-REIT ETF (OZF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

VLC

OZF

Popularity

Low

Low

Pearlers invested

52

9

Median incremental investment

$1,000.00

$520.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,062.06

$1,034.89

Average age group

> 35

> 35


Key Summary

VLC

OZF

Strategy

VLC.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on large cap equity. To closely track the MSCI Australian Shares Large Cap Index, the Fund will hold all of the securities in the index.

OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 32.16m in AUM and 31 holdings. The SPDR S&P/ASX 200 Financials EX A-REIT ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index.

Top 3 holdings

BHP Group Ltd. (17.50 %)

Commonwealth Bank of Australia (13.40 %)

CSL Ltd. (9.73 %)

Commonwealth Bank of Australia (31.82 %)

Westpac Banking Corp (13.03 %)

National Australia Bank Ltd (12.77 %)

Top 3 industries

Financials (36.62 %)

Materials (25.30 %)

Health Care (9.73 %)

Financials (95.59 %)

Other (4.41 %)

Top 3 countries

Australia (100.00 %)

Australia (99.41 %)

United States (0.59 %)

Management fee

0.2 %

0.4 %


Key Summary

VLC

OZF

Issuer

Vanguard

SPDR

Tracking index

MSCI Australian Shares Large Cap Index - AUD

S&P/ASX 200 Financials Ex-A-REIT - AUD

Asset class

ETF

ETF

Management fee

0.2 %

0.4 %

Price

$79.31

$27.97

Size

N/A

$34.798 million

10Y return

18.21 %

17.42 %

Annual distribution yield (5Y)

6.92 %

5.11 %

Market

ASX

ASX

First listed date

26/05/2011

13/04/2011

Purchase fee

$6.50

$6.50


Community Stats

VLC

OZF

Popularity

Low

Low

Pearlers invested

52

9

Median incremental investment

$1,000.00

$520.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,062.06

$1,034.89

Average age group

> 35

> 35


Pros and Cons

VLC

OZF

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

VLC

OZF

Higher exposure to AU market

Lower 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

Higher distribution yield

Lower distribution yield