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Compare AU

Compare ETPMPM vs. QOZ

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

Global X Metal Securities Australia Limited

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are ETPMPM and QOZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

ETPMPM

QOZ

Popularity

Low

Low

Pearlers invested

35

61

Median incremental investment

$1,000.00

$1,213.43

Median investment frequency

Monthly

Monthly

Median total investment

$2,771.93

$2,625.12

Average age group

> 35

> 35

Key Summary

ETPMPM

QOZ

Strategy

ETPMPM.AX was created on 2009-01-02 by Global X. The fund's investment portfolio concentrates primarily on broad market commodities. ETFS Physical Precious Metals Basket (ETPMPM.AX) is designed to offer investors a simple, cost-efficient and secure way to access physical gold, silver, platinum and palladium by providing a return equivalent to the movements in the spot price of the metals less the applicable management fee.

QOZ.AX was created on 2013-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. 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

Global X Metal Securities Australia Limited (100 %)

SPI 200 FUTURES DEC25 (0 %)

BHP GROUP LTD (12.86 %)

COMMONWEALTH BANK OF AUSTRALIA (6.37 %)

Top 3 industries

Financials (31.95 %)

Materials (24.29 %)

Energy (7.33 %)

Top 3 countries

Australia (96.38 %)

United States (1.44 %)

United Kingdom of Great Britain and Northern Ireland (1.41 %)

Management fee

0.44 %

0.4 %

Key Summary

ETPMPM

QOZ

Issuer

Global X

BetaShares

Tracking index

LBMA & LPPM Precious Metals Price PM - Benchmark TR Gross

FTSE RAFI Australia 200 Index - AUD

Asset class

ETF

ETF

Management fee

0.44 %

0.4 %

Price

$395.99

$18.23

Size

$97.928 million

$846.817 million

10Y return

225.92 %

64.98 %

Annual dividend/ distribution yield (5Y)

- %

5.19 %

Market

ASX

ASX

First listed date

30/01/2009

11/07/2013

Purchase fee

$6.50

$6.50

Community Stats

ETPMPM

QOZ

Popularity

Low

Low

Pearlers invested

35

61

Median incremental investment

$1,000.00

$1,213.43

Median investment frequency

Monthly

Monthly

Median total investment

$2,771.93

$2,625.12

Average age group

> 35

> 35

Pros and Cons

ETPMPM

QOZ

Pros

  • Higher price growth

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

ETPMPM

QOZ

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

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield