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Compare AU
Compare HVST 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 Dividend Harvester Active ETF (HVST) 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
HVST | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 77 | 77 |
Median incremental investment | $990.50 | $1,254.78 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,949.76 | $3,155.68 |
Average age group | > 35 | > 35 |
Key Summary
HVST | QOZ | |
|---|---|---|
Strategy | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. | 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 | SPI 200 FUTURES JUN26 (0 %) BETASHARES AUSTRALIA 200 ETF (24.91 %) BHP GROUP LTD (9.41 %) | SPI 200 FUTURES JUN26 (0 %) BHP GROUP LTD (13.21 %) COMMONWEALTH BANK OF AUSTRALIA (7.45 %) |
Top 3 industries | Other (50.68 %) Financials (12.82 %) Health Care (6.32 %) | Financials (31.95 %) Materials (24.29 %) Energy (7.33 %) |
Top 3 countries | Australia (96.35 %) United States (2.15 %) United Kingdom of Great Britain and Northern Ireland (0.84 %) | Australia (92.20 %) United States (6.36 %) United Kingdom of Great Britain and Northern Ireland (0.94 %) |
Management fee | 0.65 % | 0.4 % |
Key Summary
HVST | QOZ | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | FTSE RAFI Australia 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.4 % |
Price | $13.65 | $19.48 |
Size | $288.801 million | $1.086 billion |
10Y return | -34.22 % | 73.62 % |
Annual distribution yield (5Y) | 5.33 % | 5.35 % |
Market | ASX | ASX |
First listed date | 03/11/2014 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVST | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 77 | 77 |
Median incremental investment | $990.50 | $1,254.78 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,949.76 | $3,155.68 |
Average age group | > 35 | > 35 |
Pros and Cons
HVST | QOZ | |
|---|---|---|
Pros |
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Cons |
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HVST | QOZ |
|---|---|
Higher exposure to AU market | Lower 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 |