Compare AU
Compare VSO vs. FAIR
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 Australian Sustainability Leaders ETF (FAIR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VSO | FAIR | |
---|---|---|
Popularity | Low | Medium |
Pearlers invested | 233 | 1,108 |
Median incremental investment | $1,000.00 | $757.93 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,378.30 | $1,622.25 |
Average age group | > 35 | 26 - 35 |
Key Summary
VSO | FAIR | |
---|---|---|
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. | The fund aims to track the performance of the NASDAQ FUTURE AUSTRALIAN SUSTAINABILITY LEADERS INDEX before considering fees, taxes, and other expenses. |
Top 3 holdings | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) | SPI 200 FUTURES MAR25 (0 %) XERO LTD (4.48 %) SUNCORP GROUP LTD (4.41 %) |
Top 3 industries | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) | Financials (16.51 %) Real Estate (16.21 %) Health Care (16.14 %) |
Top 3 countries | Australia (98.99 %) China (0.62 %) United States (0.26 %) | Australia (89.09 %) New Zealand (6.19 %) United States (4.72 %) |
Management fee | 0.3 % | 0.49 % |
Key Summary
VSO | FAIR | |
---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | Nasdaq Future Australian Sustainability Leaders Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.49 % |
Price | $69.95 | $21.63 |
Size | N/A | $1.156 billion |
10Y return | 52.73 % | N/A |
Annual distribution yield (5Y) | 5.40 % | 3.37 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 29/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VSO | FAIR | |
---|---|---|
Popularity | Low | Medium |
Pearlers invested | 233 | 1,108 |
Median incremental investment | $1,000.00 | $757.93 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,378.30 | $1,622.25 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VSO | FAIR | |
---|---|---|
Pros |
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Cons |
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VSO | FAIR |
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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 |