Compare AU
Compare CFLO 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 Global Cash Flow Kings ETF (CFLO) 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
CFLO | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 49 |
Median incremental investment | $1,023.46 | $1,137.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,035.25 | $2,128.40 |
Average age group | > 35 | > 35 |
Key Summary
CFLO | QOZ | |
|---|---|---|
Strategy | CFLO.AX was created on 2023-11-14 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global exAustralia Cash Flow Kings Index. | 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 648.28m in AUM and 192 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 | BERKSHIRE HATHAWAY INC (4.48 %) ALPHABET INC (4.21 %) VISA INC (3.87 %) | BHP GROUP LTD (10.61 %) COMMONWEALTH BANK OF AUSTRALIA (8.86 %) WESTPAC BANKING CORP (6.68 %) |
Top 3 industries | Other (30.91 %) Information Technology (25.08 %) Financials (12.23 %) | Financials (35.90 %) Materials (21.59 %) Real Estate (6.44 %) |
Top 3 countries | United States (73.41 %) Japan (8.36 %) Switzerland (3.49 %) | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) |
Management fee | 0.4 % | 0.4 % |
Key Summary
CFLO | QOZ | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Global ex-Australia Cash Flow Kings Index - AUD - Benchmark TR Net | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.4 % |
Price | $17.75 | $15.65 |
Size | $33.764 million | $647.504 million |
10Y return | N/A | 17.85 % |
Annual distribution yield (5Y) | 0.36 % | 6.60 % |
Market | ASX | ASX |
First listed date | 15/11/2023 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CFLO | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 49 |
Median incremental investment | $1,023.46 | $1,137.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,035.25 | $2,128.40 |
Average age group | > 35 | > 35 |
Pros and Cons
CFLO | QOZ | |
|---|---|---|
Pros |
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Cons |
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CFLO | QOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |