Compare AU

Compare VSO vs. HVST

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, 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

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower distribution yield

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

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

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