VSO

 VSO

https://www.vanguard.com.au/personal/invest-with-us/etf?portId=8211&tab=holdings

....................

excellent div - 7% (2026) but partly franked

low portfolio turnover , thus less CGT

The Vanguard MSCI Australian Small Companies Index ETF (ASX: VSO) trades around AU$75.50. It tracks Australian small-cap companies outside the top tier. It offers growth potential, diversification away from big banks and miners, and charges a 0.30% management fee. [1, 2, 3, 4, 5]

Fund Overview and Strategy

Tracks the MSCI Australian Shares Small Cap Index.
Holds roughly 180 smaller listed companies.
Focuses on sectors like industrials, materials, and consumer discretionary.
Designed for long-term capital growth rather than steady blue-chip income. [1, 2, 3, 4, 5]

Key Features

Cost: Management fee of 0.30% per year.
Dividends: Pays semi-annual distributions with partial franking credits.
Risk Profile: Higher price swings than large-cap funds like VAS due to small-cap market exposure.
Top Holdings Exposure: Includes growing mid-tier firms and diverse non-mining/non-banking entities.

...............................

............................