Compare AU

Compare VSO vs. HBRD

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 HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

VSO

HBRD

Popularity

Low

Low

Pearlers invested

233

42

Median incremental investment

$1,000.00

$936.75

Median investment frequency

Monthly

Monthly

Median total investment

$2,378.30

$2,321.56

Average age group

> 35

> 35


Key Summary

VSO

HBRD

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.

HBRD.AX was created on 2017-11-13 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 2340.71m in AUM and 138 holdings. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities.

Top 3 holdings

carsales.com Ltd. (2.47 %)

Atlas Arteria Ltd. (2.42 %)

Allkem Ltd. (2.38 %)

BetaShares Active Australian Hybrids Fund (Managed Fund) (100 %)

Top 3 industries

Materials (24.32 %)

Industrials (14.76 %)

Financials (12.31 %)

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

Australia (98.99 %)

China (0.62 %)

United States (0.26 %)

Management fee

0.3 %

0.55 %


Key Summary

VSO

HBRD

Issuer

Vanguard

BetaShares

Tracking index

MSCI Australian Shares Small Cap Index - AUD

Asset class

ETF

ETF

Management fee

0.3 %

0.55 %

Price

$69.86

$10.16

Size

N/A

$2.331 billion

10Y return

53.50 %

N/A

Annual distribution/โ€Šdividend yield (5Y)

5.40 %

4.78 %

Market

ASX

ASX

First listed date

26/05/2011

17/11/2017

Purchase fee

$6.50

$6.50


Community Stats

VSO

HBRD

Popularity

Low

Low

Pearlers invested

233

42

Median incremental investment

$1,000.00

$936.75

Median investment frequency

Monthly

Monthly

Median total investment

$2,378.30

$2,321.56

Average age group

> 35

> 35


Pros and Cons

VSO

HBRD

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

VSO

HBRD

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

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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