Compare AU
Compare VSO vs. ERTH
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 Climate Change Innovation ETF (ERTH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VSO | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 233 | 355 |
Median incremental investment | $1,000.00 | $602.17 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,184.84 | $934.96 |
Average age group | > 35 | 26 - 35 |
Key Summary
VSO | ERTH | |
|---|---|---|
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. | ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. |
Top 3 holdings | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) | TESLA INC (6.29 %) CIE DE SAINT-GOBAIN (4.61 %) BYD CO LTD (4.60 %) |
Top 3 industries | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) | Other (63.48 %) Information Technology (11.43 %) Industrials (10.35 %) |
Top 3 countries | Australia (98.99 %) China (0.62 %) United States (0.26 %) | United States (40.06 %) China (11.65 %) Denmark (7.67 %) |
Management fee | 0.3 % | 0.55 % |
Key Summary
VSO | ERTH | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.55 % |
Price | $64.26 | $8.99 |
Size | N/A | $90.200 million |
10Y return | 39.97 % | N/A |
Annual distribution yield (5Y) | 5.40 % | 0.60 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 10/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VSO | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 233 | 355 |
Median incremental investment | $1,000.00 | $602.17 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,184.84 | $934.96 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VSO | ERTH | |
|---|---|---|
Pros |
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Cons |
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VSO | ERTH |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |