Compare AU
Compare VSO vs. HCRD
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 Interest Rate Hedged Aus Corp Bond ETF (HCRD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VSO | HCRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 233 | 1 |
Median incremental investment | $1,000.00 | $5,036.61 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,202.86 | $631.25 |
Average age group | > 35 | > 35 |
Key Summary
VSO | HCRD | |
|---|---|---|
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. | HCRD.AX was created on 2022-11-14 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Investment Grade Corporate Bond Select DH 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 %) | AUST 10Y BOND FUT MAR25 (0 %) PACIFIC NATIONAL FINANCE 3.8% SEP-31 (2.36 %) ENBW INTL FINANCE BV 6.048% OCT-34 (2.25 %) |
Top 3 industries | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) | Other (99.06 %) Communication Services (0.94 %) |
Top 3 countries | Australia (98.99 %) China (0.62 %) United States (0.26 %) | |
Management fee | 0.3 % | 0.29 % |
Key Summary
VSO | HCRD | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | Solactive Australian Investment Grade Corporate Bond Select Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.29 % |
Price | $65.64 | $25.24 |
Size | N/A | $42.865 million |
10Y return | 43.66 % | N/A |
Annual distribution yield (5Y) | 5.40 % | 2.14 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 15/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VSO | HCRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 233 | 1 |
Median incremental investment | $1,000.00 | $5,036.61 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,202.86 | $631.25 |
Average age group | > 35 | > 35 |
Pros and Cons
VSO | HCRD | |
|---|---|---|
Pros |
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Cons |
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VSO | HCRD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |