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Compare IESG 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 Core MSCI Australia Esg ETF (IESG) 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
IESG | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 68 | 61 |
Median incremental investment | $1,718.63 | $1,213.43 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,746.03 | $2,596.32 |
Average age group | 26 - 35 | > 35 |
Key Summary
IESG | QOZ | |
|---|---|---|
Strategy | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 407.73m in AUM and 81 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers | 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 | COMMONWEALTH BANK OF AUSTRALIA (13.69 %) WESFARMERS LTD (9.57 %) CSL LTD (8.35 %) | SPI 200 FUTURES DEC25 (0 %) BHP GROUP LTD (12.96 %) COMMONWEALTH BANK OF AUSTRALIA (6.42 %) |
Top 3 industries | Financials (29.77 %) Materials (18.88 %) Consumer Discretionary (10.77 %) | Financials (31.95 %) Materials (24.29 %) Energy (7.33 %) |
Top 3 countries | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) |
Management fee | 0.01 % | 0.4 % |
Key Summary
IESG | QOZ | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.01 % | 0.4 % |
Price | $31.45 | $18.03 |
Size | $393.082 million | $867.507 million |
10Y return | N/A | 59.42 % |
Annual distribution yield (5Y) | 2.27 % | 5.19 % |
Market | ASX | ASX |
First listed date | 03/06/2021 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IESG | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 68 | 61 |
Median incremental investment | $1,718.63 | $1,213.43 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,746.03 | $2,596.32 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IESG | QOZ | |
|---|---|---|
Pros |
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Cons |
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IESG | 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 |