Compare AU
Compare IGRO 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 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 |
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Cons |
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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 |