Compare AU

Compare ESTX vs. QOZ

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

Global X Euro Stoxx 50 ETF

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 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

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

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

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