Compare AU
Compare VSO vs. MSTR
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 Morningstar International Shares Active ETF (Managed Fund) (MSTR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VSO | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 234 | 1 |
Median incremental investment | $1,000.00 | $505.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,218.16 | $2,172.80 |
Average age group | > 35 | > 35 |
Key Summary
VSO | MSTR | |
|---|---|---|
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. | MSTR.AX was created on 2013-07-01 by Morningstar. The fund's investment portfolio concentrates primarily on total market equity. To achieve meaningful capital growth over the medium-to-long term, while minimising the risk of permanent capital loss, by providing exposure to listed international shares |
Top 3 holdings | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) | Chunghwa Telecom Co Ltd (3.04 %) Illinois Tool Works Inc (2.43 %) Visa Inc Class A (2.31 %) |
Top 3 industries | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) | Industrials (35.41 %) Communication Services (25.20 %) Information Technology (21.36 %) |
Top 3 countries | Australia (98.99 %) China (0.62 %) United States (0.26 %) | United States (57.24 %) Japan (10.25 %) Taiwan (5.63 %) |
Management fee | 0.3 % | 0.39 % |
Key Summary
VSO | MSTR | |
|---|---|---|
Issuer | Vanguard | Morningstar |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.39 % |
Price | $64.84 | $9.70 |
Size | N/A | N/A |
10Y return | 41.57 % | N/A |
Annual distribution yield (5Y) | 5.40 % | 7.65 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 12/11/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VSO | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 234 | 1 |
Median incremental investment | $1,000.00 | $505.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,218.16 | $2,172.80 |
Average age group | > 35 | > 35 |
Pros and Cons
VSO | MSTR | |
|---|---|---|
Pros |
|
|
Cons |
|
|
VSO | MSTR |
|---|---|
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 |