Grow it · ETFs

MVW vs VSO

Compare fees, returns, income and risk for these 2 ASX-listed ETFs side by side.

At a glance

Comparing MVW and VSO. VSO has the lower management fee at 0.3% a year, VSO has the higher 10 years return at 8.4% a year, and VSO offers the higher at 4.92%.
Lower fee
VSO 0.3% p.a.
Higher 10 years return
VSO 8.4% p.a.
Higher yield
VSO 4.92%
Higher risk-adjusted
MVW Sharpe 0.48 (10y)
Lower volatility
MVW 14.1% (10y)
Larger fund
MVW $3.3bn

Side-by-side comparison

Metric MVW
VanEck Australian Equal Weight ETF
VSO
Vanguard MSCI Australian Small Companies Index ETF
Snapshot
Provider
VanEck
Vanguard
Tracks index
MVIS Australia Equal Weight Index
MSCI Australian Shares Small Cap Index
Categories
AU, Factor
AU, Small-Cap, Market-Cap
Listed since
2014 (12 yrs)
2011 (15 yrs)
Fund size (AUM)
$3.3bn
$1.1bn
Cost & income
Management fee
0.35%
0.3%
Dividend yield
3.4%
4.92%
Franking
75%
65%
Turnover
20%
18%
Tax drag 0.82% 1.07%
Returns
Tax bracket
1-year return
1.6%
net
7%
net
3-year return
7.5%
net
9.3%
net
5-year return
7.4%
net
5.5%
net
10-year return
8.3%
net
8.4%
net
Risk
Volatility (3y)
10%
13.2%
Volatility (5y)
12.2%
15.6%
Volatility (10y)
14.1%
16.6%
Sharpe ratio (3y)
0.36
0.43
Sharpe ratio (5y)
0.38
0.22
Sharpe ratio (10y)
0.48
0.44
Bid/ask spread

marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.

Each fund at a glance

MVW VanEck Australian Equal Weight ETF
  • Low-cost: a 0.35% management fee keeps more of the return in your pocket.
  • Pricier than similar ETFs, which average around 0.34%.
VSO Vanguard MSCI Australian Small Companies Index ETF
  • Low-cost: a 0.3% management fee keeps more of the return in your pocket.
  • Pays a useful 4.92% income yield.
  • Cheaper alternatives exist: VAS and EX20.

Frequently Asked Questions

What's the difference between MVW vs VSO?

MVW and VSO are 2 Australian-listed ETFs we compare side by side. VSO carries the lower management fee (0.3%). Over 10 years, VSO has delivered the higher total return (8.4% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - MVW vs VSO?

VSO has the lower management fee at 0.3% a year, versus MVW 0.35%.

Which has performed higher - MVW vs VSO?

Over the past 10 years, VSO has delivered the higher total return at 8.4% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

VSO pays the higher at 4.92%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

MVW is the larger fund by assets ($3.3bn). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.

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