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Compare WXOZ vs. VSO
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 State Street SPDR S&P World Ex Australia Carbon Aware ETF (WXOZ) and the Vanguard MSCI Australian Small Companies Index ETF (VSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WXOZ | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 317 |
Median incremental investment | $1,195.75 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,233.74 | $2,778.33 |
Average age group | > 35 | > 35 |
Key Summary
WXOZ | VSO | |
|---|---|---|
Strategy | WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The State Street SPDR S&P World ex Australia Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware Index. | 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. |
Top 3 holdings | NVIDIA Corp (7.09 %) Apple Inc (5.47 %) Microsoft Corp (3.82 %) | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) |
Top 3 industries | Information Technology (64.85 %) Communication Services (18.83 %) Financials (7.62 %) | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) |
Top 3 countries | United States (65.48 %) Japan (8.56 %) United Kingdom of Great Britain and Northern Ireland (4.61 %) | Australia (98.27 %) United Kingdom of Great Britain and Northern Ireland (0.95 %) United States (0.69 %) |
Management fee | 0.04 % | 0.3 % |
Key Summary
WXOZ | VSO | |
|---|---|---|
Issuer | SPDR | Vanguard |
Tracking index | S&P Developed Ex-Australia LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net | MSCI Australian Shares Small Cap Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.3 % |
Price | $49.55 | $75.08 |
Size | $663.270 million | N/A |
10Y return | 111.84 % | 63.43 % |
Annual distribution yield (5Y) | 6.71 % | 4.77 % |
Market | ASX | ASX |
First listed date | 19/03/2013 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WXOZ | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 317 |
Median incremental investment | $1,195.75 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,233.74 | $2,778.33 |
Average age group | > 35 | > 35 |
Pros and Cons
WXOZ | VSO | |
|---|---|---|
Pros |
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Cons |
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WXOZ | VSO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |