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Compare IOZ vs. QRE
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 Australian Resources Sector ETF (QRE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IOZ | QRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 958 | 122 |
Median incremental investment | $998.99 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,868.53 | $2,076.12 |
Average age group | > 35 | > 35 |
Key Summary
IOZ | QRE | |
|---|---|---|
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. | QRE.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 492.25m in AUM and 48 holdings. QRE.AX aims to track the performance an index (before fees and expenses) comprising the largest ASX-listed companies in the resources sector, including BHP, Rio Tinto, Woodside Petroleum and more. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) | S&P/ASX 200 R IDX MAR26 (0 %) BHP GROUP LTD (34.59 %) RIO TINTO LTD (7.99 %) |
Top 3 industries | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) | Materials (73.55 %) Energy (18.66 %) Utilities (3.92 %) |
Top 3 countries | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) | Australia (95.29 %) United States (3.12 %) United Kingdom of Great Britain and Northern Ireland (0.81 %) |
Management fee | 0.05 % | 0.34 % |
Key Summary
IOZ | QRE | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P ASX 200 | Solactive Australia Resources Sector Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.34 % |
Price | $35.18 | $9.59 |
Size | $8.340 billion | $466.770 million |
10Y return | 61.67 % | 174.79 % |
Annual distribution yield (5Y) | 4.03 % | 6.49 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 15/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | QRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 958 | 122 |
Median incremental investment | $998.99 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,868.53 | $2,076.12 |
Average age group | > 35 | > 35 |
Pros and Cons
IOZ | QRE | |
|---|---|---|
Pros |
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Cons |
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IOZ | QRE |
|---|---|
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 |