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Compare FAIR 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 Sustainability Leaders ETF (FAIR) 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
FAIR | QOZ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,150 | 87 |
Median incremental investment | $790.50 | $1,196.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $1,822.66 | $2,659.90 |
Average age group | 26 - 35 | > 35 |
Key Summary
FAIR | QOZ | |
|---|---|---|
Strategy | The fund aims to track the performance of the NASDAQ FUTURE AUSTRALIAN SUSTAINABILITY LEADERS INDEX before considering fees, taxes, and other expenses. | 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 1314.45m in AUM and 198 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 | SPI 200 FUTURES SEP26 (0 %) WOOLWORTHS GROUP LTD (6.42 %) COMPUTERSHARE LTD (4.70 %) | SPI 200 FUTURES SEP26 (0 %) BHP GROUP LTD (14.67 %) COMMONWEALTH BANK OF AUSTRALIA (7.03 %) |
Top 3 industries | Financials (17.63 %) Real Estate (17.44 %) Health Care (16.08 %) | Financials (31.95 %) Materials (24.29 %) Energy (7.33 %) |
Top 3 countries | Australia (91.86 %) United States (5.21 %) New Zealand (2.06 %) | Australia (92.20 %) United States (6.36 %) United Kingdom of Great Britain and Northern Ireland (0.94 %) |
Management fee | 0.49 % | 0.4 % |
Key Summary
FAIR | QOZ | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Nasdaq Future Australian Sustainability Leaders Index - AUD | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.4 % |
Price | $19.39 | $19.85 |
Size | $1.082 billion | $1.349 billion |
10Y return | N/A | 69.51 % |
Annual distribution yield (5Y) | 2.97 % | 5.34 % |
Market | ASX | ASX |
First listed date | 29/11/2017 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FAIR | QOZ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,150 | 87 |
Median incremental investment | $790.50 | $1,196.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $1,822.66 | $2,659.90 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
FAIR | QOZ | |
|---|---|---|
Pros |
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Cons |
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FAIR | 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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |