Compare AU
Compare VSO vs. GEAR
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 Geared Australian Equity Fund (Hedge Fund) (GEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VSO | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 233 | 201 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,184.84 | $1,876.80 |
Average age group | > 35 | 26 - 35 |
Key Summary
VSO | GEAR | |
|---|---|---|
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. | GEAR.AX was created on 2014-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 455.5m in AUM and 202 holdings. The Fund aims to provide investors with geared exposure to a diversified portfolio of Australian shares as simply as buying any share on the ASX. As the fund is internally geared, investors do not need to take out margin loans and do not have the possibility of margin calls in relation to their investment in the Fund. |
Top 3 holdings | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) | COMMONWEALTH BANK OF AUSTRALIA (24.87 %) BHP GROUP LTD (19.79 %) CSL LTD (12.58 %) |
Top 3 industries | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) | Other (37.99 %) Financials (21.13 %) Materials (11.53 %) |
Top 3 countries | Australia (98.99 %) China (0.62 %) United States (0.26 %) | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) |
Management fee | 0.3 % | 0.8 % |
Key Summary
VSO | GEAR | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.8 % |
Price | $64.26 | $27.60 |
Size | N/A | $466.384 million |
10Y return | 39.97 % | 18.45 % |
Annual distribution yield (5Y) | 5.40 % | 8.59 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VSO | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 233 | 201 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,184.84 | $1,876.80 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VSO | GEAR | |
|---|---|---|
Pros |
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Cons |
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VSO | GEAR |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |