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Compare ETHI 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 Betashares Global Sustainability Leaders ETF (ETHI) 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
ETHI | QOZ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,914 | 71 |
Median incremental investment | $790.50 | $1,202.91 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,045.44 | $2,931.24 |
Average age group | 26 - 35 | > 35 |
Key Summary
ETHI | QOZ | |
|---|---|---|
Strategy | ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as “Climate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. | 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 1093.8m in AUM and 195 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 | KRW - KOREAN WON (0 %) BROADCOM INC (7.30 %) NVIDIA CORP (5.96 %) | SPI 200 FUTURES MAR26 (0 %) BHP GROUP LTD (14.53 %) COMMONWEALTH BANK OF AUSTRALIA (6.61 %) |
Top 3 industries | Information Technology (29.99 %) Other (25.75 %) Financials (16.96 %) | Financials (31.95 %) Materials (24.29 %) Energy (7.33 %) |
Top 3 countries | United States (73.44 %) Japan (7.40 %) Netherlands (2.92 %) | Australia (92.20 %) United States (6.36 %) United Kingdom of Great Britain and Northern Ireland (0.94 %) |
Management fee | 0.59 % | 0.4 % |
Key Summary
ETHI | QOZ | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Nasdaq Future Global Sustainability Leaders Index - AUD | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0.4 % |
Price | $15.04 | $18.79 |
Size | $3.588 billion | $1.036 billion |
10Y return | N/A | 65.70 % |
Annual distribution yield (5Y) | 3.51 % | 5.35 % |
Market | ASX | ASX |
First listed date | 09/01/2017 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ETHI | QOZ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,914 | 71 |
Median incremental investment | $790.50 | $1,202.91 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,045.44 | $2,931.24 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ETHI | QOZ | |
|---|---|---|
Pros |
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Cons |
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ETHI | QOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |