Compare AU

Compare VSO vs. AGX1

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

Vanguard MSCI Australian Small Companies Index ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are VSO and AGX1. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

VSO

AGX1

Popularity

Low

Low

Pearlers invested

233

3

Median incremental investment

$1,000.00

$90.50

Median investment frequency

Monthly

Daily

Median total investment

$2,378.30

$3,793.50

Average age group

> 35

26 - 35


Key Summary

VSO

AGX1

Strategy

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.

AGX1.AX was created on 2018-11-05 by Antipodes. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Benchmark over the investment cycle (typically 3-5 years).

Top 3 holdings

carsales.com Ltd. (2.47 %)

Atlas Arteria Ltd. (2.42 %)

Allkem Ltd. (2.38 %)

Antipodes Global Shares (Quoted Managed Fund) (100 %)

Top 3 industries

Materials (24.32 %)

Industrials (14.76 %)

Financials (12.31 %)

Top 3 countries

Australia (98.99 %)

China (0.62 %)

United States (0.26 %)

Management fee

0.3 %

1.1 %


Key Summary

VSO

AGX1

Issuer

Vanguard

Antipodes

Tracking index

MSCI Australian Shares Small Cap Index - AUD

Asset class

ETF

ETF

Management fee

0.3 %

1.1 %

Price

$69.95

$6.75

Size

N/A

N/A

10Y return

53.70 %

N/A

Annual distribution/โ€Šdividend yield (5Y)

5.40 %

8.81 %

Market

ASX

ASX

First listed date

26/05/2011

07/11/2018

Purchase fee

$6.50

$6.50


Community Stats

VSO

AGX1

Popularity

Low

Low

Pearlers invested

233

3

Median incremental investment

$1,000.00

$90.50

Median investment frequency

Monthly

Daily

Median total investment

$2,378.30

$3,793.50

Average age group

> 35

26 - 35


Pros and Cons

VSO

AGX1

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

VSO

AGX1

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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