Compare AU
Compare EINC 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, shares and ETFs are a popular choice. Two options in the ASX are EINC and QOZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
EINC | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 45 |
Median incremental investment | $765.45 | $1,115.92 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,050.77 | $2,268.72 |
Average age group | 26 - 35 | > 35 |
Key Summary
EINC | QOZ | |
|---|---|---|
Strategy | EINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide an after-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation | 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 | BetaShares Mrtn Currie Eqy Inc Fund (Managed Fund) (100 %) | BHP GROUP LTD (11.60 %) COMMONWEALTH BANK OF AUSTRALIA (7.81 %) WESTPAC BANKING CORP (6.09 %) |
Top 3 industries | Financials (34.28 %) Materials (23.35 %) Energy (6.59 %) | |
Top 3 countries | Australia (97.66 %) New Zealand (2.34 %) | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) |
Management fee | 0.85 % | 0.4 % |
Key Summary
EINC | QOZ | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | FTSE RAFI Australia 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.4 % |
Price | $8.83 | $16.44 |
Size | $19.418 million | $635.716 million |
10Y return | N/A | 32.15 % |
Annual dividend/ distribution yield (5Y) | 5.87 % | 6.69 % |
Market | ASX | ASX |
First listed date | 19/02/2018 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EINC | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 45 |
Median incremental investment | $765.45 | $1,115.92 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,050.77 | $2,268.72 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
EINC | QOZ | |
|---|---|---|
Pros |
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Cons |
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EINC | QOZ |
|---|---|
Higher exposure to AU market | Lower 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 |