Compare AU
Compare IHHY 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 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 |
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Cons |
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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 |