Compare AU
Compare VSO vs. ATEC
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 Vanguard MSCI Australian Small Companies Index ETF (VSO) and the Betashares S&P/ASX Australian Technology ETF (ATEC). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VSO | ATEC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 243 | 197 |
Median incremental investment | $999.94 | $895.32 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,361.30 | $1,951.32 |
Average age group | > 35 | > 35 |
Key Summary
VSO | ATEC | |
|---|---|---|
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. | ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 311.76m in AUM and 42 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX All Technology Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) | WISETECH GLOBAL LTD (10.47 %) XERO LTD (10.23 %) COMPUTERSHARE LTD (9.74 %) |
Top 3 industries | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) | Information Technology (46.80 %) Communication Services (25.12 %) Industrials (10.39 %) |
Top 3 countries | Australia (98.99 %) China (0.62 %) United States (0.26 %) | Australia (82.51 %) New Zealand (10.88 %) United States (6.62 %) |
Management fee | 0.3 % | 0.48 % |
Key Summary
VSO | ATEC | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | S&P/ASX All Technology Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.48 % |
Price | $69.45 | $28.28 |
Size | N/A | $316.585 million |
10Y return | 50.49 % | N/A |
Annual distribution yield (5Y) | 5.40 % | 1.49 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 05/03/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VSO | ATEC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 243 | 197 |
Median incremental investment | $999.94 | $895.32 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,361.30 | $1,951.32 |
Average age group | > 35 | > 35 |
Pros and Cons
VSO | ATEC | |
|---|---|---|
Pros |
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Cons |
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VSO | ATEC |
|---|---|
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 |