Compare AU
Compare IOZ 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 Core S&P/ASX 200 ETF (IOZ) 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
IOZ | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 780 | 56 |
Median incremental investment | $1,003.50 | $1,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,568.04 | $2,304.64 |
Average age group | 26 - 35 | > 35 |
Key Summary
IOZ | QOZ | |
|---|---|---|
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. | 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 696.25m in AUM and 200 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 | COMMONWEALTH BANK OF AUSTRALIA (10.42 %) BHP GROUP LTD (8.26 %) CSL LTD (5.13 %) | SPI 200 FUTURES JUN25 (0 %) BHP GROUP LTD (12.76 %) COMMONWEALTH BANK OF AUSTRALIA (7.68 %) |
Top 3 industries | Financials (31.87 %) Materials (18.17 %) Health Care (8.42 %) | Financials (32.23 %) Materials (24.11 %) Consumer Staples (6.62 %) |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) |
Management fee | 0.05 % | 0.4 % |
Key Summary
IOZ | QOZ | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P ASX 200 | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.4 % |
Price | $33.79 | $16.64 |
Size | $7.041 billion | $692.611 million |
10Y return | 36.20 % | 24.83 % |
Annual distribution yield (5Y) | 5.33 % | 6.60 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 780 | 56 |
Median incremental investment | $1,003.50 | $1,196.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,568.04 | $2,304.64 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IOZ | QOZ | |
|---|---|---|
Pros |
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Cons |
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IOZ | 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 |