Compare AU
Compare VSO vs. HVST
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 Dividend Harvester Fund (Managed Fund) (HVST). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VSO | HVST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 233 | 54 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,378.30 | $2,952.18 |
Average age group | > 35 | > 35 |
Key Summary
VSO | HVST | |
|---|---|---|
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. | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 242.08m in AUM and 45 holdings. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. |
Top 3 holdings | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) | BETASHARES AUSTRALIA 200 ETF (24.67 %) BETASHARES AUSTRALIAN RESOURCE (8.94 %) BETASHARES S&P/ASX FINANCIAL S (8.58 %) |
Top 3 industries | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) | Other (54.66 %) Financials (10.44 %) Health Care (6.47 %) |
Top 3 countries | Australia (98.99 %) China (0.62 %) United States (0.26 %) | Australia (97.05 %) United States (2.00 %) United Kingdom of Great Britain and Northern Ireland (0.56 %) |
Management fee | 0.3 % | 0.65 % |
Key Summary
VSO | HVST | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.65 % |
Price | $69.95 | $13.86 |
Size | N/A | $242.893 million |
10Y return | 52.73 % | -46.92 % |
Annual distribution yield (5Y) | 5.40 % | 9.09 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 03/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VSO | HVST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 233 | 54 |
Median incremental investment | $1,000.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,378.30 | $2,952.18 |
Average age group | > 35 | > 35 |
Pros and Cons
VSO | HVST | |
|---|---|---|
Pros |
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Cons |
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VSO | HVST |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |