Compare AU
Compare EX20 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 Australian Ex-20 Portfolio Diversifier ETF (EX20) 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
EX20 | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 45 |
Median incremental investment | $1,993.50 | $1,131.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,435.40 | $2,005.15 |
Average age group | > 35 | > 35 |
Key Summary
EX20 | QOZ | |
|---|---|---|
Strategy | EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 342.68m in AUM and 180 holdings. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation. | 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 613.63m 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 | SUNCORP GROUP LTD (2.54 %) COCHLEAR LTD (2.45 %) BRAMBLES LTD (2.39 %) | BHP GROUP LTD (11.60 %) COMMONWEALTH BANK OF AUSTRALIA (7.81 %) WESTPAC BANKING CORP (6.09 %) |
Top 3 industries | Materials (16.44 %) Financials (13.89 %) Industrials (13.22 %) | Financials (34.28 %) Materials (23.35 %) Energy (6.59 %) |
Top 3 countries | Australia (89.38 %) United States (5.50 %) New Zealand (3.83 %) | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) |
Management fee | 0.25 % | 0.4 % |
Key Summary
EX20 | QOZ | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Nasdaq Australia Completion Cap Index - AUD | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.4 % |
Price | $22.55 | $16.85 |
Size | $357.996 million | $632.370 million |
10Y return | N/A | 35.12 % |
Annual distribution yield (5Y) | 3.56 % | 6.69 % |
Market | ASX | ASX |
First listed date | 07/10/2016 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EX20 | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 45 |
Median incremental investment | $1,993.50 | $1,131.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,435.40 | $2,005.15 |
Average age group | > 35 | > 35 |
Pros and Cons
EX20 | QOZ | |
|---|---|---|
Pros |
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Cons |
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EX20 | QOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |