Compare AU
Compare E200 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 SPDR S&P/ASX 200 Esg Fund (E200) 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
E200 | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 45 |
Median incremental investment | $1,000.00 | $1,115.92 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,130.04 | $2,268.72 |
Average age group | > 35 | > 35 |
Key Summary
E200 | QOZ | |
|---|---|---|
Strategy | E200.AX was created on 2020-07-31 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 55.27m in AUM and 106 holdings. The SPDR S&P/ASX 200 ESG Fund seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 ESG Index. | 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 | Commonwealth Bank of Australia (14.67 %) CSL Ltd (7.56 %) National Australia Bank Ltd (6.43 %) | BHP GROUP LTD (11.60 %) COMMONWEALTH BANK OF AUSTRALIA (7.81 %) WESTPAC BANKING CORP (6.09 %) |
Top 3 industries | Financials (56.75 %) Health Care (13.72 %) Consumer Discretionary (8.63 %) | Financials (34.28 %) Materials (23.35 %) Energy (6.59 %) |
Top 3 countries | Australia (94.38 %) United States (3.29 %) New Zealand (1.72 %) | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) |
Management fee | 0.05 % | 0.4 % |
Key Summary
E200 | QOZ | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX 200 ESG Index - AUD | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.4 % |
Price | $26.28 | $16.44 |
Size | $53.824 million | $635.716 million |
10Y return | N/A | 29.45 % |
Annual distribution yield (5Y) | 6.06 % | 6.69 % |
Market | ASX | ASX |
First listed date | 04/08/2020 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
E200 | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 45 |
Median incremental investment | $1,000.00 | $1,115.92 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,130.04 | $2,268.72 |
Average age group | > 35 | > 35 |
Pros and Cons
E200 | QOZ | |
|---|---|---|
Pros |
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Cons |
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E200 | QOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |