Compare AU
Compare ESTX vs. QMIX
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 Global X Euro Stoxx 50 ETF (ESTX) and the SPDR MSCI World Quality Mix Fund (QMIX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ESTX | QMIX | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 67 | 16 |
Median incremental investment | $1,008.51 | $2,536.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,908.20 | $4,256.73 |
Average age group | > 35 | > 35 |
Key Summary
ESTX | QMIX | |
---|---|---|
Strategy | ESTX.AX was created on 2016-07-19 by ETFS. The fund's investment portfolio concentrates primarily on large cap equity. ETFS EURO STOXX 50 ETF (ESTX.AX) aims to provide investors with a return that (before fees and expenses) tracks the performance of the EURO STOXX 50 Index by holding all of the shares that make up the index closely in proportion to their index weights. | QMIX.AX was created on 2015-09-11 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The SPDR MSCI World Quality Mix Fund seeks to provide investment results that, before fees and expenses,correspond generally to the return performance of the MSCI World Factor Mix A-Series Index (previously namedthe MSCI World Quality Mix Index), assuming all payments from the index constituents are reinvested. |
Top 3 holdings | ASML Holding NV (8.06 %) SAP SE (7.33 %) Lvmh Moet Hennessy Louis Vuitton SE (4.61 %) | Apple Inc (2.46 %) Meta Platforms Inc Class A (2.30 %) Microsoft Corp (2.30 %) |
Top 3 industries | Information Technology (33.44 %) Industrials (24.08 %) Consumer Discretionary (12.19 %) | Information Technology (41.94 %) Communication Services (21.65 %) Health Care (21.15 %) |
Top 3 countries | France (36.93 %) Germany (27.26 %) Netherlands (16.92 %) | United States (67.46 %) Japan (7.23 %) United Kingdom of Great Britain and Northern Ireland (3.87 %) |
Management fee | 0.35 % | 0.18 % |
Key Summary
ESTX | QMIX | |
---|---|---|
Issuer | ETFS | SPDR |
Tracking index | Euro STOXX 50 | MSCI WORLD FACTOR MIX A-SERIES INDEX - USD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.18 % |
Price | $96.94 | $33.65 |
Size | $174.606 million | $329.874 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.24 % | 3.95 % |
Market | ASX | ASX |
First listed date | 21/07/2016 | 14/09/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESTX | QMIX | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 67 | 16 |
Median incremental investment | $1,008.51 | $2,536.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,908.20 | $4,256.73 |
Average age group | > 35 | > 35 |
Pros and Cons
ESTX | QMIX | |
---|---|---|
Pros |
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Cons |
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ESTX | QMIX |
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Lower exposure to AU market | Higher 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 |