Programmatic ETF Overlap Matrix

NDQ vs VTS: Tech Growth vs US Total Market Exposure

Compare NDQ.AX (Betashares Nasdaq 100 ETF) vs VTS.AX (Vanguard US Total Market Shares Index ETF) ETF holding overlap, sector concentration, MER fee differences, and 5Y CAGR returns.

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Structural Holding Overlap
53%
Moderate Concentration

Executive Quantitative Summary

Both NDQ.AX and VTS.AX serve as institutional building blocks for Australian investors, displaying a 53% structural asset overlap. Investors prioritizing low cost may favor VTS.AX (0.03% MER), while those seeking broader index coverage may prefer VTS.AX (3700 total holdings).

NDQ.AX: 101 holdingsVTS.AX: 3700 holdings

Side-by-Side Metric Specifications

Metric / SpecBetashares Nasdaq 100 ETF (NDQ.AX)Vanguard US Total Market Shares Index ETF (VTS.AX)
Issuer / ProviderBetasharesVanguard Australia
Benchmark IndexNasdaq 100 IndexCRSP US Total Market Index
Management Fee (MER)0.48% p.a.0.03% p.a.
Total Stock Holdings101 stocks3700 stocks
Distribution CadenceSemi-AnnuallyQuarterly
5-Year Return (CAGR)+19.82%+14.12%

Overlapping Stock Holdings Breakdown

Stock SymbolCompany NameNDQ.AX WeightVTS.AX Weight
MSFTMicrosoft Corp8.85%6.12%
AAPLApple Inc8.20%5.58%
NVDANVIDIA Corp7.85%5.32%
AMZNAmazon.com Inc5.12%3.28%
METAMeta Platforms Inc4.88%2.12%
GOOGLAlphabet Inc Class A2.85%1.78%

Key Institutional Takeaways

  • 1Management Expense Ratio (MER): Betashares Nasdaq 100 ETF costs 0.48% p.a. vs Vanguard US Total Market Shares Index ETF at 0.03% p.a. (a 0.45% annual cost differential).
  • 2Index Standard: Betashares Nasdaq 100 ETF tracks the Nasdaq 100 Index (101 stocks) whereas Vanguard US Total Market Shares Index ETF tracks the CRSP US Total Market Index (3700 stocks).
  • 3Distribution Cadence: Betashares Nasdaq 100 ETF pays semi-annually distributions compared to Vanguard US Total Market Shares Index ETF's quarterly payout cycle.
  • 4Historical Performance: 5-Year CAGR stands at 19.82% for NDQ.AX vs 14.12% for VTS.AX.

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