Back
Compare AU
Compare IEM 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 iShares MSCI Emerging Markets ETF (IEM) 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
IEM | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 337 | 80 |
Median incremental investment | $1,250.00 | $1,213.43 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,948.42 | $3,008.17 |
Average age group | > 35 | > 35 |
Key Summary
IEM | QOZ | |
|---|---|---|
Strategy | IEM.AX was created on 2003-04-07 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the equity market performance in global emerging markets. | 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 1120.52m 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 | ISH MSCI EM USD ETF DIST (99.67 %) USD CASH (0.18 %) AUD CASH (0.14 %) | SPI 200 FUTURES JUN26 (0 %) BHP GROUP LTD (14.50 %) COMMONWEALTH BANK OF AUSTRALIA (7.37 %) |
Top 3 industries | Other (99.99 %) Communication Services (0.01 %) Information Technology (0.00 %) | Financials (31.95 %) Materials (24.29 %) Energy (7.33 %) |
Top 3 countries | China (25.52 %) Taiwan (21.12 %) Korea (14.60 %) | Australia (92.20 %) United States (6.36 %) United Kingdom of Great Britain and Northern Ireland (0.94 %) |
Management fee | 0.69 % | 0.4 % |
Key Summary
IEM | QOZ | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI EM (Emerging Markets) | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.69 % | 0.4 % |
Price | $93.12 | $18.76 |
Size | $1.669 billion | $1.114 billion |
10Y return | 106.66 % | 60.75 % |
Annual distribution yield (5Y) | 1.88 % | 5.35 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IEM | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 337 | 80 |
Median incremental investment | $1,250.00 | $1,213.43 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,948.42 | $3,008.17 |
Average age group | > 35 | > 35 |
Pros and Cons
IEM | QOZ | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IEM | 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 |