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Compare EMXC 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 iShares MSCI Emerging Markets Ex China ETF (EMXC) 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
EMXC | QOZ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 58 |
Median incremental investment | $5,000.00 | $1,198.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,401.98 | $2,329.57 |
Average age group | > 35 | > 35 |
Key Summary
EMXC | QOZ | |
---|---|---|
Strategy | EMXC.AX was created on 2024-06-07 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. | 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 718.03m in AUM and 200 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 | iShares MSCI EM ex-China ETF USD Dis (99.03 %) | SPI 200 FUTURES SEP25 (0 %) BHP GROUP LTD (11.84 %) COMMONWEALTH BANK OF AUSTRALIA (8.03 %) |
Top 3 industries | Financials (33.09 %) Materials (22.27 %) Energy (7.35 %) | |
Top 3 countries | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) | |
Management fee | 0.25 % | 0.4 % |
Key Summary
EMXC | QOZ | |
---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI EM (Emerging Markets) ex China | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.4 % |
Price | $28.42 | $16.76 |
Size | $244.969 million | $718.036 million |
10Y return | N/A | 26.68 % |
Annual distribution yield (5Y) | 0.19 % | 6.60 % |
Market | ASX | ASX |
First listed date | 12/06/2024 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EMXC | QOZ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 58 |
Median incremental investment | $5,000.00 | $1,198.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,401.98 | $2,329.57 |
Average age group | > 35 | > 35 |
Pros and Cons
EMXC | QOZ | |
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Pros |
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Cons |
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EMXC | QOZ |
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Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |