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Compare AU
Compare IVV 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 S&P 500 ETF (IVV) 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
IVV | QOZ | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 20,327 | 61 |
Median incremental investment | $993.50 | $1,213.43 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,227.02 | $2,596.32 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | QOZ | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | QOZ.AX was created on 2013-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. 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 | ISHARES CORE S&P ETF TRUST (99.97 %) AUD CASH (0.08 %) USD/AUD (0.00 %) | SPI 200 FUTURES DEC25 (0 %) BHP GROUP LTD (12.96 %) COMMONWEALTH BANK OF AUSTRALIA (6.42 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Financials (31.95 %) Materials (24.29 %) Energy (7.33 %) |
Top 3 countries | United States (99.41 %) Switzerland (0.28 %) Netherlands (0.13 %) | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) |
Management fee | 0.04 % | 0.4 % |
Key Summary
IVV | QOZ | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.4 % |
Price | $68.66 | $18.03 |
Size | $12.918 billion | $867.507 million |
10Y return | 252.41 % | 59.42 % |
Annual distribution yield (5Y) | 1.24 % | 5.19 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | QOZ | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 20,327 | 61 |
Median incremental investment | $993.50 | $1,213.43 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,227.02 | $2,596.32 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | QOZ | |
|---|---|---|
Pros |
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Cons |
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IVV | 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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |