Compare AU
Compare VSO vs. SMLL
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 BetaShares Australian Small Companies Select ETF (SMLL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VSO | SMLL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 234 | 9 |
Median incremental investment | $1,000.00 | $1,994.24 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,218.16 | $4,250.64 |
Average age group | > 35 | > 35 |
Key Summary
VSO | SMLL | |
|---|---|---|
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. | SMLL.AX was created on 2017-04-07 by BetaShares. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 96.67m in AUM and 64 holdings. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term (after fees and expenses) by investing in a portfolio of high quality, profitable small companies. |
Top 3 holdings | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) | SPI 200 FUTURES MAR25 (0 %) INCITEC PIVOT LTD (6.94 %) CLEANAWAY WASTE MANAGEMENT LTD (6.68 %) |
Top 3 industries | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) | Materials (28.18 %) Consumer Discretionary (24.13 %) Industrials (12.12 %) |
Top 3 countries | Australia (98.99 %) China (0.62 %) United States (0.26 %) | Australia (98.15 %) China (1.85 %) |
Management fee | 0.3 % | 0.39 % |
Key Summary
VSO | SMLL | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.39 % |
Price | $64.84 | $3.56 |
Size | N/A | $95.855 million |
10Y return | 41.57 % | N/A |
Annual distribution yield (5Y) | 5.40 % | 5.20 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 11/04/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VSO | SMLL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 234 | 9 |
Median incremental investment | $1,000.00 | $1,994.24 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,218.16 | $4,250.64 |
Average age group | > 35 | > 35 |
Pros and Cons
VSO | SMLL | |
|---|---|---|
Pros |
| |
Cons |
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VSO | SMLL |
|---|---|
Higher exposure to AU market | Lower 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 |