Compare AU
Compare IOZ vs. QHSM
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 Core S&P/ASX 200 ETF (IOZ) and the VanEck MSCI Intl SML Comp Quality (Aud Hedged) ETF (QHSM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IOZ | QHSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 710 | 4 |
Median incremental investment | $1,007.51 | $7,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,472.34 | $19,027.44 |
Average age group | 26 - 35 | > 35 |
Key Summary
IOZ | QHSM | |
|---|---|---|
Strategy | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. | QHSM.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on small cap equity. QHSM.AX gives investors a diversified portfolio of 150 international developed market small-cap quality growth securities with returns hedged into Australian dollars. QHSM.AX aims to provide investment returns before fees and other costs which track the performance of the Index. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (10.46 %) BHP GROUP LTD (8.26 %) CSL LTD (5.54 %) | VanEck MSCI Intl Sm Com Qual ETF (104.53 %) |
Top 3 industries | Financials (33.18 %) Materials (17.85 %) Health Care (8.77 %) | |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | United States (81.64 %) United Kingdom of Great Britain and Northern Ireland (8.09 %) Japan (2.80 %) |
Management fee | 0.05 % | 0.62 % |
Key Summary
IOZ | QHSM | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | S&P ASX 200 | MSCI World ex Australia Small Cap Quality 150 Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.62 % |
Price | $33.56 | $30.75 |
Size | $6.698 billion | $247.013 million |
10Y return | 46.61 % | N/A |
Annual distribution yield (5Y) | 5.33 % | 0.66 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | QHSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 710 | 4 |
Median incremental investment | $1,007.51 | $7,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,472.34 | $19,027.44 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IOZ | QHSM | |
|---|---|---|
Pros |
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Cons |
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IOZ | QHSM |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |