Compare AU
Compare VSO vs. IHWL
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 Core MSCI World Ex Aus Esg (Aud Hed) ETF (IHWL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VSO | IHWL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 233 | 44 |
Median incremental investment | $1,000.00 | $1,644.48 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,202.86 | $4,084.78 |
Average age group | > 35 | 26 - 35 |
Key Summary
VSO | IHWL | |
|---|---|---|
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. | IHWL.AX was created on 2016-04-22 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Investable Market AUD Hedged Index, before fees and expenses. The index is designed to measure the AUD hedged performance of global, developed market large-, mid- and small-capitalisation companies. |
Top 3 holdings | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) | NVIDIA CORP (9.88 %) MICROSOFT CORP (8.59 %) ALPHABET INC CLASS A (2.79 %) |
Top 3 industries | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) | Information Technology (27.08 %) Financials (16.09 %) Consumer Discretionary (11.34 %) |
Top 3 countries | Australia (98.99 %) China (0.62 %) United States (0.26 %) | United States (74.50 %) Japan (6.43 %) United Kingdom of Great Britain and Northern Ireland (3.39 %) |
Management fee | 0.3 % | 0.19 % |
Key Summary
VSO | IHWL | |
|---|---|---|
Issuer | Vanguard | iShares |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | MSCI World IMI 100% Hedged to AUD Net Variant |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.19 % |
Price | $64.79 | $50.12 |
Size | N/A | $543.764 million |
10Y return | 41.80 % | N/A |
Annual distribution yield (5Y) | 5.40 % | 3.67 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 28/04/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VSO | IHWL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 233 | 44 |
Median incremental investment | $1,000.00 | $1,644.48 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,202.86 | $4,084.78 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VSO | IHWL | |
|---|---|---|
Pros |
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Cons |
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VSO | IHWL |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |