Compare AU

Compare VSO vs. MVA

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 VanEck Australian Property ETF (MVA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

VSO

MVA

Popularity

Low

Low

Pearlers invested

235

80

Median incremental investment

$1,000.00

$609.01

Median investment frequency

Monthly

Monthly

Median total investment

$2,384.08

$2,332.09

Average age group

> 35

> 35


Key Summary

VSO

MVA

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.

MVA.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. The VanEck Australian Property ETF invests in a diversified portfolio of ASX-listed securities with the aim of providing investment returns that closely track the returns of the MVIS Australia A-REITs Index.

Top 3 holdings

carsales.com Ltd. (2.47 %)

Atlas Arteria Ltd. (2.42 %)

Allkem Ltd. (2.38 %)

Scentre Group (10.10 %)

Dexus (10.10 %)

Goodman Group (10.03 %)

Top 3 industries

Materials (24.32 %)

Industrials (14.76 %)

Financials (12.31 %)

Real Estate (100.00 %)

Top 3 countries

Australia (98.99 %)

China (0.62 %)

United States (0.26 %)

Australia (100.00 %)

Management fee

0.3 %

0.35 %


Key Summary

VSO

MVA

Issuer

Vanguard

VanEck

Tracking index

MSCI Australian Shares Small Cap Index - AUD

MVIS Australia A-REITs Index - AUD

Asset class

ETF

ETF

Management fee

0.3 %

0.35 %

Price

$69.82

$23.12

Size

N/A

$569.310 million

10Y return

55.88 %

19.92 %

Annual distribution yield (5Y)

5.40 %

5.03 %

Market

ASX

ASX

First listed date

26/05/2011

16/10/2013

Purchase fee

$6.50

$6.50


Community Stats

VSO

MVA

Popularity

Low

Low

Pearlers invested

235

80

Median incremental investment

$1,000.00

$609.01

Median investment frequency

Monthly

Monthly

Median total investment

$2,384.08

$2,332.09

Average age group

> 35

> 35


Pros and Cons

VSO

MVA

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

VSO

MVA

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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