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Compare AU
Compare VSO vs. MVS
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 VanEck Small Companies Masters ETF (MVS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VSO | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 310 | 11 |
Median incremental investment | $996.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,685.96 | $1,678.08 |
Average age group | > 35 | > 35 |
Key Summary
VSO | MVS | |
|---|---|---|
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. | MVS.AX was created on 2015-05-26 by VanEck. The fund's investment portfolio concentrates primarily on small cap equity. The Fund gives investors exposure to a portfolio that only includes the most liquid small-cap ASX-listed companies that generate revenues in Australia and did not omit their latest dividend payment. |
Top 3 holdings | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) | Kingsgate Consolidated Ltd (4.13 %) Westgold Resources Ltd (3.23 %) Resolute Mining Ltd (3.07 %) |
Top 3 industries | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) | Materials (29.84 %) Industrials (20.16 %) Information Technology (19.89 %) |
Top 3 countries | Australia (98.27 %) United Kingdom of Great Britain and Northern Ireland (0.95 %) United States (0.69 %) | Australia (98.81 %) New Zealand (1.19 %) |
Management fee | 0.3 % | 0.49 % |
Key Summary
VSO | MVS | |
|---|---|---|
Issuer | Vanguard | VanEck |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | MVIS Australia Small-Cap Dividend Payers Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.49 % |
Price | $74.61 | $22.08 |
Size | N/A | $212.139 million |
10Y return | 70.23 % | 36.30 % |
Annual distribution yield (5Y) | 4.77 % | 3.80 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 28/05/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VSO | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 310 | 11 |
Median incremental investment | $996.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,685.96 | $1,678.08 |
Average age group | > 35 | > 35 |
Pros and Cons
VSO | MVS | |
|---|---|---|
Pros |
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Cons |
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VSO | MVS |
|---|---|
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 |