Compare AU

Compare IGRO vs. QOZ

Compare shares and ETFs on the ASX that you can trade on Pearler.

iShares High Growth Esg ETF

ASX

Buy

Buy

Overview
Performance

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 High Growth Esg ETF (IGRO) 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

IGRO

QOZ

Popularity

Low

Low

Pearlers invested

8

45

Median incremental investment

$676.50

$1,115.92

Median investment frequency

Monthly

Monthly

Median total investment

$5,636.25

$2,268.72

Average age group

> 35

> 35


Key Summary

IGRO

QOZ

Strategy

IGRO.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds

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

iShares Core MSCI Wld Ex Aus ESG ETF (41.73 %)

iShares Core MSCI Australia ESG ETF (34.56 %)

iShares Core MSCI Wld ex Aus ESG AUHDETF (14.59 %)

BHP GROUP LTD (11.60 %)

COMMONWEALTH BANK OF AUSTRALIA (7.81 %)

WESTPAC BANKING CORP (6.09 %)

Top 3 industries

Other (99.98 %)

Communication Services (0.02 %)

Financials (34.28 %)

Materials (23.35 %)

Energy (6.59 %)

Top 3 countries

United States (47.22 %)

Australia (36.23 %)

Japan (3.92 %)

Australia (96.38 %)

United States (1.44 %)

United Kingdom of Great Britain and Northern Ireland (1.41 %)

Management fee

0.22 %

0.4 %


Key Summary

IGRO

QOZ

Issuer

iShares

BetaShares

Tracking index

34% MSCI Australia IMI Custom ESG Leaders Index - 43% MSCI World Ex Australia Custom ESG Leaders Index - 13% MSCI World Ex Australia Custom ESG Leaders Index AUD Hedged - 10% Other Benchmark - Benchmark TR Net

FTSE RAFI Australia 200 Index - AUD

Asset class

ETF

ETF

Management fee

0.22 %

0.4 %

Price

$33.75

$16.44

Size

$11.991 million

$635.716 million

10Y return

N/A

32.15 %

Annual distribution yield (5Y)

1.32 %

6.69 %

Market

ASX

ASX

First listed date

16/08/2022

11/07/2013

Purchase fee

$6.50

$6.50


Community Stats

IGRO

QOZ

Popularity

Low

Low

Pearlers invested

8

45

Median incremental investment

$676.50

$1,115.92

Median investment frequency

Monthly

Monthly

Median total investment

$5,636.25

$2,268.72

Average age group

> 35

> 35


Pros and Cons

IGRO

QOZ

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

IGRO

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

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