Compare AU
Compare VSO vs. VDGR
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 Vanguard Diversified Growth Index ETF (VDGR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VSO | VDGR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 233 | 110 |
Median incremental investment | $1,000.00 | $1,024.81 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,202.86 | $3,692.32 |
Average age group | > 35 | > 35 |
Key Summary
VSO | VDGR | |
|---|---|---|
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. | VDGR.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund seeks to achieve its objective by employing a passive investment strategy that tracks the weighted average return of the various indices of the Underlying Funds in which the Fund invests, in proportion to the SAA for the Fund, before takinginto account fees, expenses and tax |
Top 3 holdings | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) | BHP Group Ltd. (3.01 %) Commonwealth Bank of Australia (2.40 %) CSL Ltd. (1.89 %) |
Top 3 industries | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) | Other (31.32 %) Financials (13.67 %) Information Technology (9.13 %) |
Top 3 countries | Australia (98.99 %) China (0.62 %) United States (0.26 %) | United States (39.83 %) Australia (38.22 %) Japan (3.61 %) |
Management fee | 0.3 % | 0.27 % |
Key Summary
VSO | VDGR | |
|---|---|---|
Issuer | Vanguard | Vanguard |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | 28% S&P/ASX 300 Index - 20.5% MSCI World ex-Australia Index - 12.5% MSCI World ex Australia Hedged to AUD Index - 5% MSCI World ex-Australia Small Cap Index - 34% Other Benchmark |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.27 % |
Price | $64.79 | $61.03 |
Size | N/A | $1.222 million |
10Y return | 41.80 % | N/A |
Annual distribution yield (5Y) | 5.40 % | 5.04 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VSO | VDGR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 233 | 110 |
Median incremental investment | $1,000.00 | $1,024.81 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,202.86 | $3,692.32 |
Average age group | > 35 | > 35 |
Pros and Cons
VSO | VDGR | |
|---|---|---|
Pros |
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Cons |
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VSO | VDGR |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |