Compare AU

Compare VSO vs. JREG

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 Jpmorgan Gl Res En In Eq Active ETF (Managed Fund) (JREG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

VSO

JREG

Popularity

Low

Low

Pearlers invested

235

2

Median incremental investment

$1,000.00

$4,496.75

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,384.08

$6,498.00

Average age group

> 35

> 35


Key Summary

VSO

JREG

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.

JREG.AX was created on 2015-05-05 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. To achieve a long-term return in excess of the benchmark,

Top 3 holdings

carsales.com Ltd. (2.47 %)

Atlas Arteria Ltd. (2.42 %)

Allkem Ltd. (2.38 %)

Apple Inc (5.22 %)

NVIDIA Corp (5.02 %)

Microsoft Corp (4.60 %)

Top 3 industries

Materials (24.32 %)

Industrials (14.76 %)

Financials (12.31 %)

Information Technology (49.69 %)

Other (22.31 %)

Consumer Discretionary (15.87 %)

Top 3 countries

Australia (98.99 %)

China (0.62 %)

United States (0.26 %)

United States (73.29 %)

Japan (4.97 %)

United Kingdom of Great Britain and Northern Ireland (4.05 %)

Management fee

0.3 %

0.3 %


Key Summary

VSO

JREG

Issuer

Vanguard

JPMorgan

Tracking index

MSCI Australian Shares Small Cap Index - AUD

MSCI World ex Australia Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.3 %

0.3 %

Price

$69.80

$79.73

Size

N/A

N/A

10Y return

55.84 %

N/A

Annual distribution yield (5Y)

5.40 %

0.67 %

Market

ASX

ASX

First listed date

26/05/2011

09/11/2022

Purchase fee

$6.50

$6.50


Community Stats

VSO

JREG

Popularity

Low

Low

Pearlers invested

235

2

Median incremental investment

$1,000.00

$4,496.75

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,384.08

$6,498.00

Average age group

> 35

> 35


Pros and Cons

VSO

JREG

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

VSO

JREG

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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