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Compare AUST 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 Managed Risk Australian Shares Complex ETF (AUST) 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
AUST | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 57 |
Median incremental investment | $506.85 | $1,198.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,957.76 | $2,360.34 |
Average age group | < 26 | > 35 |
Key Summary
AUST | QOZ | |
|---|---|---|
Strategy | AUST.AX was created on 2015-11-09 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 32.41m in AUM and 200 holdings. The investment objective of the Fund is: to provide exposure to a broadly diversified portfolio of Australian shares, generally consisting of approximately 200 of the largest equity securities on the ASX, weighted by their market capitalisation, and to reduce the volatility of the Funds equity investment returns and cushion downside risk | 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 | SPI 200 FUTURES SEP25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (11.65 %) BHP GROUP LTD (7.01 %) | SPI 200 FUTURES SEP25 (0 %) BHP GROUP LTD (12.20 %) COMMONWEALTH BANK OF AUSTRALIA (8.11 %) |
Top 3 industries | Financials (33.42 %) Materials (16.06 %) Health Care (7.96 %) | Financials (33.80 %) Materials (22.17 %) Energy (6.99 %) |
Top 3 countries | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) |
Management fee | 0.49 % | 0.4 % |
Key Summary
AUST | QOZ | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | S&P/ASX 200 Index - AUD | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.4 % |
Price | $17.48 | $16.74 |
Size | $32.601 million | $722.952 million |
10Y return | N/A | 39.97 % |
Annual distribution yield (5Y) | 3.51 % | 5.06 % |
Market | ASX | ASX |
First listed date | 10/11/2015 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AUST | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 57 |
Median incremental investment | $506.85 | $1,198.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,957.76 | $2,360.34 |
Average age group | < 26 | > 35 |
Pros and Cons
AUST | QOZ | |
|---|---|---|
Pros |
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Cons |
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AUST | 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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |