Back
Compare AU
Compare IOZ vs. QUS
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 S&P 500 Equal Weight ETF (QUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IOZ | QUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 970 | 85 |
Median incremental investment | $997.26 | $1,057.49 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,887.57 | $6,596.38 |
Average age group | > 35 | > 35 |
Key Summary
IOZ | QUS | |
|---|---|---|
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. | QUS.AX was created on 2014-12-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. QUS.AX aims to track the performance of the S&P 500 Equal Weight Index (before fees and expenses). The Index provides exposure to 500 leading listed U.S. companies, with each holding in the index weighted equally. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (11.23 %) BHP GROUP LTD (10.03 %) WESTPAC BANKING CORPORATION CORP (5.35 %) | WESTERN DIGITAL CORP (0.29 %) ARISTA NETWORKS INC (0.28 %) INVESCO LTD (0.28 %) |
Top 3 industries | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) |
Top 3 countries | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) | United States (98.80 %) Switzerland (0.41 %) Ireland (0.21 %) |
Management fee | 0.05 % | 0.29 % |
Key Summary
IOZ | QUS | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P ASX 200 | S&P 500 Equal Weighted |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.29 % |
Price | $34.79 | $51.94 |
Size | $8.578 billion | $1.004 billion |
10Y return | 59.08 % | 92.16 % |
Annual distribution yield (5Y) | 4.10 % | 3.59 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 19/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | QUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 970 | 85 |
Median incremental investment | $997.26 | $1,057.49 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,887.57 | $6,596.38 |
Average age group | > 35 | > 35 |
Pros and Cons
IOZ | QUS | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IOZ | QUS |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |