Compare AU

Compare VSO vs. IXI

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 iShares Global Consumer Staples ETF (IXI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

VSO

IXI

Popularity

Low

Low

Pearlers invested

235

37

Median incremental investment

$1,000.00

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,384.08

$3,039.24

Average age group

> 35

> 35


Key Summary

VSO

IXI

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.

IXI.AX was created on 2006-09-12 by iShares. The fund's investment portfolio concentrates primarily on consumer staples equity. The fund aims to provide investors with the performance of the S&P Global 1200 Consumer Staples Sector Index, before fees and expenses. The index is designed to measure the performance of global consumer staples companies and may include large-, mid- or smallcapitalisation stocks.

Top 3 holdings

carsales.com Ltd. (2.47 %)

Atlas Arteria Ltd. (2.42 %)

Allkem Ltd. (2.38 %)

ISHARES GLOBAL CONSUMER STAPLES ET (99.92 %)

USD CASH (0.05 %)

AUD CASH (0.03 %)

Top 3 industries

Materials (24.32 %)

Industrials (14.76 %)

Financials (12.31 %)

Other (99.92 %)

Communication Services (0.08 %)

Top 3 countries

Australia (98.99 %)

China (0.62 %)

United States (0.26 %)

United States (62.00 %)

United Kingdom of Great Britain and Northern Ireland (12.09 %)

Japan (5.56 %)

Management fee

0.3 %

0.4 %


Key Summary

VSO

IXI

Issuer

Vanguard

iShares

Tracking index

MSCI Australian Shares Small Cap Index - AUD

S&P Global 1200 / Consumer Staples -SEC

Asset class

ETF

ETF

Management fee

0.3 %

0.4 %

Price

$70.12

$98.04

Size

N/A

$139.485 million

10Y return

57.04 %

65.69 %

Annual distribution yield (5Y)

5.40 %

2.23 %

Market

ASX

ASX

First listed date

26/05/2011

11/03/2009

Purchase fee

$6.50

$6.50


Community Stats

VSO

IXI

Popularity

Low

Low

Pearlers invested

235

37

Median incremental investment

$1,000.00

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,384.08

$3,039.24

Average age group

> 35

> 35


Pros and Cons

VSO

IXI

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

VSO

IXI

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

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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