Compare AU
Compare VSO vs. MVOL
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 Edge MSCI Australia Minimum Volatility ETF (MVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VSO | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 233 | 2 |
Median incremental investment | $1,000.00 | $2,592.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,202.86 | $2,599.58 |
Average age group | > 35 | > 35 |
Key Summary
VSO | MVOL | |
|---|---|---|
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. | MVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 25.48m in AUM and 101 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) | TELSTRA GROUP LTD (6.18 %) COMMONWEALTH BANK OF AUSTRALIA (4.46 %) CSL LTD (4.21 %) |
Top 3 industries | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) | Financials (28.17 %) Materials (14.39 %) Industrials (11.69 %) |
Top 3 countries | Australia (98.99 %) China (0.62 %) United States (0.26 %) | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) |
Management fee | 0.3 % | 0.3 % |
Key Summary
VSO | MVOL | |
|---|---|---|
Issuer | Vanguard | iShares |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.3 % |
Price | $64.79 | $31.51 |
Size | N/A | $25.431 million |
10Y return | 41.80 % | N/A |
Annual distribution yield (5Y) | 5.40 % | 5.16 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VSO | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 233 | 2 |
Median incremental investment | $1,000.00 | $2,592.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,202.86 | $2,599.58 |
Average age group | > 35 | > 35 |
Pros and Cons
VSO | MVOL | |
|---|---|---|
Pros |
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Cons |
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VSO | MVOL |
|---|---|
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 |