Compare AU

Compare IHHY vs. QOZ

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

Global High Yield Bond (AUD Hedged)

ASX

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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 Global High Yield Bond (AUD Hedged) (IHHY) 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

IHHY

QOZ

Popularity

Low

Low

Pearlers invested

9

44

Median incremental investment

$2,013.75

$1,131.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$7,802.83

$2,163.94

Average age group

> 35

> 35


Key Summary

IHHY

QOZ

Strategy

IHHY.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on high yield fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging), composed of liquid, global developed, high yield corporate bonds (hedged to Australian dollars).

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 613.63m in AUM and 192 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 GLBL HY CP BD UCITS USD DIST (101.58 %)

USD CASH (0.08 %)

AUD CASH (0.05 %)

BHP GROUP LTD (11.60 %)

COMMONWEALTH BANK OF AUSTRALIA (7.81 %)

WESTPAC BANKING CORP (6.09 %)

Top 3 industries

Other (93.76 %)

Communication Services (0.00 %)

Financials (34.28 %)

Materials (23.35 %)

Energy (6.59 %)

Top 3 countries

United States (100.00 %)

Australia (96.38 %)

United States (1.44 %)

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

Management fee

0.56 %

0.4 %


Key Summary

IHHY

QOZ

Issuer

iShares

BetaShares

Tracking index

Markit iBoxx Global Developed Markets High Yield Capped Hedged to AUD Index - AUD

FTSE RAFI Australia 200 Index - AUD

Asset class

ETF

ETF

Management fee

0.56 %

0.4 %

Price

$94.01

$16.84

Size

$214.799 million

$632.370 million

10Y return

N/A

38.94 %

Annual distribution yield (5Y)

4.93 %

6.69 %

Market

ASX

ASX

First listed date

09/12/2015

11/07/2013

Purchase fee

$6.50

$6.50


Community Stats

IHHY

QOZ

Popularity

Low

Low

Pearlers invested

9

44

Median incremental investment

$2,013.75

$1,131.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$7,802.83

$2,163.94

Average age group

> 35

> 35


Pros and Cons

IHHY

QOZ

Pros

  • Higher exposure to US market

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

IHHY

QOZ

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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