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Compare AU
Compare VSO vs. VGE
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 FTSE Emerging Markets Shares ETF (VGE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VSO | VGE | |
---|---|---|
Popularity | Low | Medium |
Pearlers invested | 250 | 1,075 |
Median incremental investment | $999.94 | $1,103.64 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,423.86 | $3,113.18 |
Average age group | > 35 | 26 - 35 |
Key Summary
VSO | VGE | |
---|---|---|
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. | Vanguard FTSE Emerging Markets Shares ETF seeks to follow the performance of the FTSE Emerging Markets All Cap China A Inclusion Index in Australian dollars before considering fees, expenses, and tax. It tracks the index's performance with dividends reinvested. |
Top 3 holdings | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) | Taiwan Semiconductor Manufacturing Co. Ltd. (4.80 %) Tencent Holdings Ltd. (3.68 %) Alibaba Group Holding Ltd. (2.83 %) |
Top 3 industries | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) | Other (18.89 %) Financials (15.91 %) Information Technology (14.87 %) |
Top 3 countries | Australia (98.99 %) China (0.62 %) United States (0.26 %) | China (28.87 %) India (24.00 %) Taiwan (19.40 %) |
Management fee | 0.3 % | 0.48 % |
Key Summary
VSO | VGE | |
---|---|---|
Issuer | Vanguard | Vanguard |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | FTSE Custom Emerging Markets All Cap China A Inclusion Index |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.48 % |
Price | $71.29 | $84.14 |
Size | N/A | N/A |
10Y return | 66.18 % | 41.65 % |
Annual distribution yield (5Y) | 4.20 % | 2.26 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 21/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VSO | VGE | |
---|---|---|
Popularity | Low | Medium |
Pearlers invested | 250 | 1,075 |
Median incremental investment | $999.94 | $1,103.64 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,423.86 | $3,113.18 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VSO | VGE | |
---|---|---|
Pros |
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Cons |
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VSO | VGE |
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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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |