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Compare VSO vs. SUBD
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are VSO and SUBD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
VSO | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 309 | 29 |
Median incremental investment | $996.81 | $12,607.49 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,623.30 | $15,078.00 |
Average age group | > 35 | > 35 |
Key Summary
VSO | SUBD | |
|---|---|---|
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. | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of the Index. |
Top 3 holdings | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) | VanEck Australian Subordinated Debt ETF (100 %) |
Top 3 industries | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) | |
Top 3 countries | Australia (98.27 %) United Kingdom of Great Britain and Northern Ireland (0.95 %) United States (0.69 %) | |
Management fee | 0.3 % | 0.29 % |
Key Summary
VSO | SUBD | |
|---|---|---|
Issuer | Vanguard | VanEck |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.29 % |
Price | $70.90 | $25.13 |
Size | N/A | $3.987 billion |
10Y return | 46.16 % | N/A |
Annual distribution/ dividend yield (5Y) | 4.87 % | 3.78 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 30/10/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VSO | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 309 | 29 |
Median incremental investment | $996.81 | $12,607.49 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,623.30 | $15,078.00 |
Average age group | > 35 | > 35 |
Pros and Cons
VSO | SUBD | |
|---|---|---|
Pros |
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Cons |
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VSO | SUBD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |