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Compare ATEC vs. QOZ
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 S&P/ASX Australian Technology ETF (ATEC) and the Betashares FTSE Rafi Australia 200 ETF (QOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ATEC | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 267 | 58 |
Median incremental investment | $993.50 | $1,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,064.27 | $2,321.26 |
Average age group | > 35 | > 35 |
Key Summary
ATEC | QOZ | |
|---|---|---|
Strategy | ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 381.1m in AUM and 42 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX All Technology Index (the Index), before taking into account fees and expenses. | QOZ.AX was created on 2013-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 718.03m in AUM and 200 holdings. The investment objective of the BetaShares FTSE RAFI Australia 200 ETF is to provide an investment return that tracks the performance of the FTSE RAFI Australia 200 Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | XERO LTD (10.42 %) WISETECH GLOBAL LTD (10.07 %) PRO MEDICUS LTD (9.98 %) | SPI 200 FUTURES SEP25 (0 %) BHP GROUP LTD (11.84 %) COMMONWEALTH BANK OF AUSTRALIA (8.03 %) |
Top 3 industries | Information Technology (48.17 %) Communication Services (23.47 %) Health Care (9.93 %) | Financials (33.09 %) Materials (22.27 %) Energy (7.35 %) |
Top 3 countries | Australia (82.51 %) New Zealand (10.88 %) United States (6.62 %) | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) |
Management fee | 0.48 % | 0.4 % |
Key Summary
ATEC | QOZ | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | S&P/ASX All Technology Index - AUD | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.48 % | 0.4 % |
Price | $30.81 | $16.76 |
Size | $384.529 million | $718.036 million |
10Y return | N/A | 26.59 % |
Annual distribution yield (5Y) | 1.22 % | 5.14 % |
Market | ASX | ASX |
First listed date | 05/03/2020 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ATEC | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 267 | 58 |
Median incremental investment | $993.50 | $1,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,064.27 | $2,321.26 |
Average age group | > 35 | > 35 |
Pros and Cons
ATEC | QOZ | |
|---|---|---|
Pros |
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Cons |
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ATEC | QOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |