Compare AU

Compare E200 vs. QOZ

Compare shares and ETFs on the ASX that you can trade on Pearler.

SPDR S&P/ASX 200 Esg Fund

ASX

Buy

Buy

Overview
Performance

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

20

45

Median incremental investment

$1,000.00

$1,131.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,144.53

$2,005.15

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 52.55m 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 ETF currently has 613.63m 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

Commonwealth Bank of Australia (14.24 %)

CSL Ltd (7.45 %)

National Australia Bank Ltd (6.65 %)

BHP GROUP LTD (11.60 %)

COMMONWEALTH BANK OF AUSTRALIA (7.81 %)

WESTPAC BANKING CORP (6.09 %)

Top 3 industries

Financials (57.03 %)

Health Care (13.89 %)

Consumer Discretionary (8.34 %)

Financials (34.28 %)

Materials (23.35 %)

Energy (6.59 %)

Top 3 countries

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

$26.93

$16.85

Size

$54.581 million

$632.370 million

10Y return

N/A

35.12 %

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

20

45

Median incremental investment

$1,000.00

$1,131.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,144.53

$2,005.15

Average age group

> 35

> 35


Pros and Cons

E200

QOZ

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

E200

QOZ

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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