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Compare VSO vs. HGBL
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 Global Shares Currency Hedged ETF (HGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VSO | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 318 | 104 |
Median incremental investment | $1,000.00 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,657.34 | $27,082.96 |
Average age group | > 35 | > 35 |
Key Summary
VSO | HGBL | |
|---|---|---|
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. | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. |
Top 3 holdings | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) | MSCI WORLD INDEX JUN26 (0 %) NVIDIA CORP (6.09 %) APPLE INC (5.00 %) |
Top 3 industries | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | Australia (98.27 %) United Kingdom of Great Britain and Northern Ireland (0.95 %) United States (0.69 %) | United States (72.60 %) Japan (6.38 %) United Kingdom of Great Britain and Northern Ireland (3.60 %) |
Management fee | 0.3 % | 0.11 % |
Key Summary
VSO | HGBL | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.11 % |
Price | $73.19 | $82.57 |
Size | N/A | $2.516 billion |
10Y return | 56.49 % | N/A |
Annual distribution yield (5Y) | 4.77 % | 1.40 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VSO | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 318 | 104 |
Median incremental investment | $1,000.00 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,657.34 | $27,082.96 |
Average age group | > 35 | > 35 |
Pros and Cons
VSO | HGBL | |
|---|---|---|
Pros |
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Cons |
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VSO | HGBL |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |