Compare AU
Compare BNDS 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 Westn Asset Aus Bond Fund (Managed Fund) (BNDS) 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
BNDS | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 45 |
Median incremental investment | $707.68 | $1,115.92 |
Median investment frequency | Monthly | Monthly |
Median total investment | $916.50 | $2,268.72 |
Average age group | > 35 | > 35 |
Key Summary
BNDS | QOZ | |
|---|---|---|
Strategy | BNDS.AX was created on 2018-11-07 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to earn an after fee return in excess of the Bloomberg AusBond Composite 0+yr Index over rolling three year periods. | QOZ.AX was created on 2013-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. 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 | AUSTRALIAN GOVERNMENT 2.75% MAY-41 (2.26 %) AUSTRALIAN GOVERNMENT 3.5% DEC-34 (1.63 %) AUSTRALIAN GOVERNMENT 3.75% MAY-34 (1.61 %) | BHP GROUP LTD (11.60 %) COMMONWEALTH BANK OF AUSTRALIA (7.81 %) WESTPAC BANKING CORP (6.09 %) |
Top 3 industries | Other (99.56 %) Communication Services (0.44 %) | Financials (34.28 %) Materials (23.35 %) Energy (6.59 %) |
Top 3 countries | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) | |
Management fee | 0.42 % | 0.4 % |
Key Summary
BNDS | QOZ | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg AusBond Composite Index - AUD | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.42 % | 0.4 % |
Price | $23.50 | $16.44 |
Size | $786.559 million | $635.716 million |
10Y return | N/A | 29.45 % |
Annual distribution yield (5Y) | 2.44 % | 6.69 % |
Market | ASX | ASX |
First listed date | 16/11/2018 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BNDS | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 45 |
Median incremental investment | $707.68 | $1,115.92 |
Median investment frequency | Monthly | Monthly |
Median total investment | $916.50 | $2,268.72 |
Average age group | > 35 | > 35 |
Pros and Cons
BNDS | QOZ | |
|---|---|---|
Pros |
| |
Cons |
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BNDS | QOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |