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Compare IHD 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 S&P/ASX Div Opportunities Esg Screened ETF (IHD) 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
IHD | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 88 | 77 |
Median incremental investment | $808.89 | $1,351.64 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,670.18 | $3,147.53 |
Average age group | > 35 | > 35 |
Key Summary
IHD | QOZ | |
|---|---|---|
Strategy | IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations | 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 | BHP GROUP LTD (10.60 %) RIO TINTO LTD (10.26 %) WESTPAC BANKING CORPORATION CORP (9.93 %) | SPI 200 FUTURES JUN26 (0 %) BHP GROUP LTD (13.63 %) COMMONWEALTH BANK OF AUSTRALIA (7.27 %) |
Top 3 industries | Financials (44.69 %) Materials (25.27 %) Industrials (15.28 %) | Financials (31.95 %) Materials (24.29 %) Energy (7.33 %) |
Top 3 countries | Australia (99.86 %) New Zealand (0.14 %) | Australia (92.20 %) United States (6.36 %) United Kingdom of Great Britain and Northern Ireland (0.94 %) |
Management fee | 0.23 % | 0.4 % |
Key Summary
IHD | QOZ | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P/ASX Dividend Opportunities Index - AUD | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.23 % | 0.4 % |
Price | $17.13 | $19.29 |
Size | $385.122 million | $1.086 billion |
10Y return | 34.56 % | 71.62 % |
Annual distribution yield (5Y) | 5.38 % | 5.35 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHD | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 88 | 77 |
Median incremental investment | $808.89 | $1,351.64 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,670.18 | $3,147.53 |
Average age group | > 35 | > 35 |
Pros and Cons
IHD | QOZ | |
|---|---|---|
Pros |
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Cons |
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IHD | QOZ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |