Compare AU
Compare VSO vs. IGB
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 iShares Treasury ETF (IGB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VSO | IGB | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 234 | 4 |
Median incremental investment | $1,000.00 | $836.78 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,383.06 | $1,907.88 |
Average age group | > 35 | 26 - 35 |
Key Summary
VSO | IGB | |
---|---|---|
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. | IGB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 370.94m in AUM and 30 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury. |
Top 3 holdings | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) | AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %) |
Top 3 industries | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) | Other (99.83 %) Communication Services (0.17 %) |
Top 3 countries | Australia (98.99 %) China (0.62 %) United States (0.26 %) | |
Management fee | 0.3 % | 0.26 % |
Key Summary
VSO | IGB | |
---|---|---|
Issuer | Vanguard | iShares |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | Bloomberg AusBond Treasury (0+Y) |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.26 % |
Price | $69.62 | $97.84 |
Size | N/A | $374.056 million |
10Y return | 55.71 % | -9.58 % |
Annual distribution yield (5Y) | 5.40 % | 1.76 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VSO | IGB | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 234 | 4 |
Median incremental investment | $1,000.00 | $836.78 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,383.06 | $1,907.88 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VSO | IGB | |
---|---|---|
Pros |
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Cons |
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VSO | IGB |
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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 |