Compare AU
Compare ESTX 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 Global X Euro Stoxx 50 ETF (ESTX) 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
ESTX | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 69 | 49 |
Median incremental investment | $1,009.51 | $1,143.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,183.04 | $2,384.31 |
Average age group | > 35 | > 35 |
Key Summary
ESTX | QOZ | |
|---|---|---|
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. | 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 656.55m 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 | ASML Holding NV (8.06 %) SAP SE (7.33 %) Lvmh Moet Hennessy Louis Vuitton SE (4.61 %) | BHP GROUP LTD (10.27 %) COMMONWEALTH BANK OF AUSTRALIA (9.08 %) WESTPAC BANKING CORP (6.92 %) |
Top 3 industries | Information Technology (34.50 %) Industrials (24.16 %) Consumer Discretionary (11.01 %) | Financials (37.42 %) Materials (21.74 %) Real Estate (6.48 %) |
Top 3 countries | France (36.93 %) Germany (27.26 %) Netherlands (16.92 %) | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) |
Management fee | 0.35 % | 0.4 % |
Key Summary
ESTX | QOZ | |
|---|---|---|
Issuer | ETFS | BetaShares |
Tracking index | Euro STOXX 50 | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.4 % |
Price | $99.47 | $16.91 |
Size | $187.608 million | $672.154 million |
10Y return | N/A | 26.29 % |
Annual distribution yield (5Y) | 3.24 % | 6.60 % |
Market | ASX | ASX |
First listed date | 21/07/2016 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESTX | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 69 | 49 |
Median incremental investment | $1,009.51 | $1,143.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,183.04 | $2,384.31 |
Average age group | > 35 | > 35 |
Pros and Cons
ESTX | QOZ | |
|---|---|---|
Pros |
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Cons |
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ESTX | QOZ |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |