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Compare AQLT vs. IOZ
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 Betashares Australian Quality ETF (AQLT) and the iShares Core S&P/ASX 200 ETF (IOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AQLT | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 69 | 786 |
Median incremental investment | $2,163.50 | $1,001.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,132.40 | $2,625.04 |
Average age group | > 35 | 26 - 35 |
Key Summary
AQLT | IOZ | |
|---|---|---|
Strategy | AQLT.AX was created on 2022-04-04 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. AQLT.AX aims to track an index (before fees and expenses) that comprises 40 high quality companies, selected based on three ‘quality’ metrics – high return on equity, low leverage and relative earnings stability. | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. |
Top 3 holdings | SPI 200 FUTURES JUN25 (0 %) TELSTRA GROUP LTD (7.94 %) COMMONWEALTH BANK OF AUSTRALIA (7.55 %) | COMMONWEALTH BANK OF AUSTRALIA (10.42 %) BHP GROUP LTD (8.26 %) CSL LTD (5.13 %) |
Top 3 industries | Financials (39.70 %) Materials (11.96 %) Consumer Discretionary (10.37 %) | Financials (31.87 %) Materials (18.17 %) Health Care (8.42 %) |
Top 3 countries | Australia (95.56 %) United States (3.31 %) China (1.13 %) | |
Management fee | 0.35 % | 0.05 % |
Key Summary
AQLT | IOZ | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Solactive Australia 200 Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.05 % |
Price | $32.91 | $34.55 |
Size | $541.349 million | $7.419 billion |
10Y return | N/A | 44.50 % |
Annual distribution yield (5Y) | 2.46 % | 5.33 % |
Market | ASX | ASX |
First listed date | 05/04/2022 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AQLT | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 69 | 786 |
Median incremental investment | $2,163.50 | $1,001.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,132.40 | $2,625.04 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
AQLT | IOZ | |
|---|---|---|
Pros |
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Cons |
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AQLT | IOZ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |