Sunday, 14 August 2022

VAS

 VAS Vangard Australian Shares Index


.......................
chart
2010 - $50
2015 - $67
2020 - $88 (Jan)
2020 - $64 (march)
2024 - $100 (july)
2025 - $115
2026 - $111 

Took about 14 years to double.
Do the extra dividends & franking credits make up for the slower growth?
.......................
The Vanguard Australian Shares Index ETF (ASX:VAS) is an exchange-traded fund that tracks the S&P/ASX 300 Index. It gives investors a low-cost way to buy a small piece of the 300 largest companies listed in Australia in a single trade. [1, 2]
Key Features
  • Index Tracked: S&P/ASX 300 Index.
  • Top Holdings: Dominated by major local banks and mining giants like Commonwealth Bank, BHP Group, National Australia Bank, Westpac, and CSL.
  • Sector Focus: Heavily weighted toward financials (banking) and materials (mining/resources).
  • Dividends: Pays regular distributions and provides access to franking credits. [1, 2, 3]
Pros and Cons
  • Low Cost: Very low annual management fees compared to actively managed funds.
  • Convenience: Instant diversification across hundreds of local stocks instead of picking individual shares.
  • Concentration Risk: Heavily top-heavy and concentrated in just two sectors (banks and resources).
  • Local Focus: Tied closely to the performance of the domestic Australian economy and commodity cycles. [1, 2, 3, 4, 5]
.....................


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

No comments:

Post a Comment