Compare AU
Compare VSO vs. VISM
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 MSCI International Small Companies Index ETF (VISM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VSO | VISM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 233 | 270 |
Median incremental investment | $1,000.00 | $1,190.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,184.84 | $2,462.63 |
Average age group | > 35 | 26 - 35 |
Key Summary
VSO | VISM | |
|---|---|---|
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 MSCI International Small Companies Index ETF aims to track the returns and performance of the MSCI World ex-Australia Small Cap Index before considering fees, expenses, and tax. It tracks the performance of the index with dividends reinvested. |
Top 3 holdings | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) | Reliance Steel & Aluminum Co. (0.20 %) United Therapeutics Corp. (0.20 %) Axon Enterprise Inc. (0.19 %) |
Top 3 industries | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) | Industrials (19.35 %) Financials (14.55 %) Consumer Discretionary (12.64 %) |
Top 3 countries | Australia (98.99 %) China (0.62 %) United States (0.26 %) | United States (62.44 %) Japan (12.99 %) United Kingdom of Great Britain and Northern Ireland (5.56 %) |
Management fee | 0.3 % | 0.32 % |
Key Summary
VSO | VISM | |
|---|---|---|
Issuer | Vanguard | Vanguard |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | MSCI World ex AU Small Cap |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.32 % |
Price | $64.79 | $65.26 |
Size | N/A | N/A |
10Y return | 41.80 % | N/A |
Annual distribution yield (5Y) | 5.40 % | 4.29 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 13/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VSO | VISM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 233 | 270 |
Median incremental investment | $1,000.00 | $1,190.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,184.84 | $2,462.63 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VSO | VISM | |
|---|---|---|
Pros |
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Cons |
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VSO | VISM |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |