Back
Compare AU
Compare VTS vs. R3AL
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 US Total Market Shares Index ETF (VTS) and the Clearbridge Real Income Fund - Active ETF (R3AL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VTS | R3AL | |
|---|---|---|
Popularity | Medium | N/A |
Pearlers invested | 3,391 | 0 |
Median incremental investment | $1,300.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $5,401.11 | $0 |
Average age group | > 35 | N/A |
Key Summary
VTS | R3AL | |
|---|---|---|
Strategy | Vanguard U.S. Total Market Shares Index ETF (ASX: VTS) seeks to track the performance of the CRSP US Total Market Index before account fees, expenses and taxes. The index tracks the large, mid, small and micro-cap stocks on the US stock market, thus representing nearly 100% of the investable US stock market. | R3AL.AX was created on 2010-11-17 by Martin Currie. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of Inflation. |
Top 3 holdings | Apple Inc. (5.56 %) Microsoft Corp. (4.68 %) Amazon.com Inc. (2.06 %) | Aurizon Holdings Ltd (7.00 %) Scentre Group (6.63 %) APA Group (6.48 %) |
Top 3 industries | Information Technology (25.02 %) Health Care (15.04 %) Financials (10.84 %) | Real Estate (61.04 %) Industrials (20.02 %) Utilities (10.96 %) |
Top 3 countries | United States (99.42 %) Switzerland (0.22 %) Canada (0.10 %) | Australia (70.99 %) New Zealand (10.25 %) United States (7.21 %) |
Management fee | 0.03 % | 0 % |
Key Summary
VTS | R3AL | |
|---|---|---|
Issuer | Vanguard | Martin Currie |
Tracking index | CRSP U.S. Total Market Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.03 % | 0 % |
Price | $490.23 | $1.565 |
Size | $617.240 billion | $470.707 million |
10Y return | 253.52 % | N/A |
Annual distribution yield (5Y) | 1.16 % | 4.59 % |
Market | ASX | ASX |
First listed date | 08/05/2009 | 27/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VTS | R3AL | |
|---|---|---|
Popularity | Medium | N/A |
Pearlers invested | 3,391 | 0 |
Median incremental investment | $1,300.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $5,401.11 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
VTS | R3AL | |
|---|---|---|
Pros |
|
|
Cons |
|
|
VTS | R3AL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |